If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
COLLIERFINANCIAL.COM
Do You Owe The AMT?
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Have questions about Economic Impact Payments, AKA stimulus checks? Learn more about them here: https://www.irs.gov/coronavirus/economic-impact-payment-information-center
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
Social distancing has drastically changed the way we live and work. Here’s a look at how this might affect American life in the future: https://www.forbes.com/sites/robertglazer/2020/04/01/covid-19-will-permanently-change-the-way-every-generation-lives-heres-how/#6d315040493b
There are four basic steps to calculating the value of an estate.
COLLIERFINANCIAL.COM
Four Steps to Valuing an Estate
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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Gap Insurance for Leased Cars
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
In the world of finance, the effects of the "confidence gap" can be especially apparent.
COLLIERFINANCIAL.COM
Bridging the Confidence Gap
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
It’s possible to avoid these classic #retirement traps, with a little preparation.
COLLIERFINANCIAL.COM
Retirement Traps to Avoid
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
COLLIERFINANCIAL.COM
Tax Deductions You Won't Believe
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Do global and international mutual funds complement or conflict with each other?
COLLIERFINANCIAL.COM
Global vs. International: What’s The Difference?
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
COLLIERFINANCIAL.COM
Retiring the 4% Rule
Collier Financial is a family owned and operated business. As part of our family, it is with heavy hearts that we share with you the news of the sudden passing of our founder, father and friend Jeffrey C. Collier. Jeffrey fell asleep in death peacefully with his family by his side on November 27th, 2020, just days after being diagnosed with an aggressive form of leukemia. He was 69 years old. More information will follow in the upcoming days. Thank you for your thoughts and prayers.
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
COLLIERFINANCIAL.COM
Tax Deductions You Won't Believe
As complex as the details of taxes can be, the income tax process is fairly straightforward.
COLLIERFINANCIAL.COM
How Income Taxes Work
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Do you know how missing the best and worst market days might affect your #portfolio?
COLLIERFINANCIAL.COM
It Was the Best of Times, It Was the Worst of Times
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
COLLIERFINANCIAL.COM
Healthy Body, Healthy Pocketbook
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Buying a home may be your largest financial commitment. Which loan is best for your situation?
COLLIERFINANCIAL.COM
Fixed or Variable Mortgage, Which Should You Pick?
Sector investing may present an opportunity — if you do your homework. #investing
COLLIERFINANCIAL.COM
The Utility of Sector Investing
If you don’t have an #estatestrategy, here’s some reasons why you should.
COLLIERFINANCIAL.COM
Why Everyone Needs an Estate Strategy
Have a kid heading off to college? Here are a few tips.
COLLIERFINANCIAL.COM
A Cheat Sheet for Sending Your Kid to College
