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...
by James E. Holland, MSBA, CFP | Aug 28, 2025 | Financial Planning, Investment Strategies
If there is any misconception of anything in finance, it is definitely the power of compounding. It’s the key factor behind long-term wealth building, the reason early saving pays off, and the force that turns small habits into massive results. Whether you’re saving...
by James E. Holland, MSBA, CFP | Jul 14, 2025 | Financial Planning
What is Financial Planning and How Can It Help You? Money has always been seen to be a source of security or stress. According to CNBC’s Kamaron McNair, more than 40% of Americans live paycheck to paycheck, making long-term financial goals feel almost impossible to...
by James E. Holland, MSBA, CFP | Jul 14, 2025 | Financial Planning, Retirement Planning
Budgeting Basics: Why You Need One Let’s face it, most people think of spreadsheets, limitations, or giving up all enjoyment when they hear the phrase “budget.” However, budgeting isn’t about cutting back on your way of life. It’s about...
