by James E. Holland, MSBA, CFP | Jul 28, 2026 | College & Education Planning, Estate & Legacy Planning, Family Finances, Financial Planning, Uncategorized
Healthcare Proxy for College Students: Why Every Family Should Plan Before Move-In Day Sending your child to college is an exciting milestone. Between packing dorm rooms, completing financial aid paperwork, and preparing for a new chapter, it’s easy to overlook...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | College & Education Planning, Estate & Legacy Planning, Healthcare, Insurance Strategies, Young Adults
Healthcare Planning for Young Adults: What Every Parent Should Do Before College Sending a child to college is an exciting milestone. Families often spend months shopping for dorm essentials, organizing financial aid, and preparing for move-in day. However, one of the...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | Estate & Legacy Planning, Family Finances, Financial Planning, Healthcare, Uncategorized
How to Talk About Money With Aging Parents: A Guide for Families Few conversations are more important—or more difficult—than discussing finances with aging parents. Whether you’re concerned about healthcare decisions, long-term care, estate planning, or simply...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | Estate & Legacy Planning, Family Finances, Financial Planning, Healthcare, Uncategorized
Caregiving Readiness Checklist: How to Prepare Before a Family Crisis Occurs Most families do not think about caregiving until a health emergency forces important decisions to be made quickly. Unfortunately, waiting until a crisis occurs can create unnecessary stress,...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | Estate & Legacy Planning, Family Finances, Financial Planning, Retirement Planning, Uncategorized
Financial Freedom in Retirement: How to Reduce Stress and Protect Your Future Many people assume financial freedom is tied to reaching a specific net worth. In reality, financial freedom in retirement is often less about the size of your portfolio and more about the...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | Estate & Legacy Planning, Financial Planning, Healthcare, Retirement Planning, Uncategorized
Long-Term Care Planning: How to Protect Your Retirement and Your Legacy Many people spend years preparing for retirement but overlook one of the largest financial risks they may face: the need for long-term care. Long-term care planning helps families prepare for...
