by James E. Holland, MSBA, CFP | Oct 1, 2025 | Estate & Legacy Planning, Financial Planning, Retirement Planning
Planning for retirement is about more than just saving money — it’s about choosing the right tools to maximize growth and minimize taxes. Among the most powerful options is the Roth IRA, a retirement account that offers tax-free growth and withdrawals. But there’s...
by James E. Holland, MSBA, CFP | Sep 9, 2025 | Estate & Legacy Planning, Financial Planning, Uncategorized
Understanding estate planning missteps is essential for anyone who wants to protect assets, minimize taxes, and ensure their wishes are carried out. Estate planning is more than drafting legal documents—it’s about safeguarding your legacy and providing for loved ones....
by James E. Holland, MSBA, CFP | Sep 4, 2025 | Estate & Legacy Planning, Financial Planning
Understanding age-based tax milestones is crucial for effective financial and retirement planning. At different stages of life, taxpayers encounter unique opportunities, benefits, and responsibilities that can significantly impact their long-term financial health....
by James E. Holland, MSBA, CFP | Sep 3, 2025 | Estate & Legacy Planning, Financial Planning
Buying your first home as a first-time home buyer is often described as one of life’s most significant milestones. For many first-time home buyers, it marks the transition into long-term stability, investment in the future, and even a sense of belonging within a...
