by James E. Holland, MSBA, CFP | Mar 11, 2026 | Budgeting, Estate & Legacy Planning, Retirement Planning
A Mid-life Money Checklist for Women can help bring clarity during a busy stage of life. Careers grow, family needs change, and retirement planning becomes more important. Many women manage several financial priorities at once. Therefore, reviewing finances during...
by James E. Holland, MSBA, CFP | Oct 14, 2025 | Budgeting, Financial Planning
When it comes to financial stability, few things provide more peace of mind than having a solid emergency fund. Life has a way of surprising us, car repairs, medical bills, sudden job loss; and an emergency fund acts as your financial safety net. But how much should...
by James E. Holland, MSBA, CFP | Oct 6, 2025 | Budgeting, Financial Planning
The holiday season is filled with joy, gatherings, and generosity, but it’s also a time when finances can get strained. Between gifts, travel, meals, and festive extras, it’s easy for spending to spiral. That’s why having a solid holiday budget is so important. Below...
