Collie Financial Planning, Inc.

Collie Financial Planning, Inc. Collie Financial Planning, Inc. is an independent, Fee-Only RIA that provides comprehensive financia

is a Fee-Only investment management and financial planning firm located in Asheville, NC. Specialties:
Fee-Only Investment Management, Retirement accumulation and distribution planning, Education planning, Biblically based advice, Charitable counsel, Comprehensive financial planning

Retirement nearing? Do these 5 things first.
07/30/2024

Retirement nearing? Do these 5 things first.

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout yo...

A Guide to Pensions & Retirement Benefits
07/23/2024

A Guide to Pensions & Retirement Benefits

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.1 That may not seem like a big deal, but it can give rise ...

4 Financial Mistakes to Avoid this Spring
07/16/2024

4 Financial Mistakes to Avoid this Spring

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.

5 Signs You’re Headed for a “Cushy” Retirement
07/09/2024

5 Signs You’re Headed for a “Cushy” Retirement

How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, ...

Practical Tips: How to Avoid These 4 Estate Planning Missteps
07/02/2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but ...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
06/25/2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key d...

Top 4 Social Media Money Scams & How to Spot Them
06/18/2024

Top 4 Social Media Money Scams & How to Spot Them

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2 And whether or not you’ve seen these cons in action, ...

Longevity in Retirement & What You Should Know
06/11/2024

Longevity in Retirement & What You Should Know

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy.1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore ...

Learn about the benefits of working with an Independent, Fee-Only, Fiduciary. Contact Collie Financial Planning for mor...
03/19/2018

Learn about the benefits of working with an Independent, Fee-Only, Fiduciary. Contact Collie Financial Planning for more information.

Learn about the benefits of working with an Independent, Fee-Only, Fiduciary.

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Asheville, NC
28803

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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