by James E. Holland, MSBA, CFP | May 5, 2026 | College & Education Planning, Financial Education, Tax Planning
FAFSA Basics: A Clear Guide to Financial Aid and College Funding Quick Answer: What Are FAFSA Basics? FAFSA basics include understanding how to apply for federal student aid, knowing key deadlines, and learning how income and assets impact eligibility for grants,...
by James E. Holland, MSBA, CFP | Apr 22, 2026 | College & Education Planning, Family Finances, Investment Strategies, Tax Planning
College Savings Checklist: A Step-by-Step Execution Plan for Education Funding Quick Answer: What Is a College Savings Checklist? A college savings checklist is a tactical guide that helps families execute education funding decisions—covering when to invest, how to...
by James E. Holland, MSBA, CFP | Apr 21, 2026 | College & Education Planning, Estate & Legacy Planning, Family Finances, Healthcare
Why Your College Student Needs a Healthcare Proxy Before Turning 18 Quick Answer: Do College Students Need a Healthcare Proxy? Yes, college students need a healthcare proxy once they turn 18. Without one, parents cannot access medical information or make decisions...
by James E. Holland, MSBA, CFP | Apr 21, 2026 | College & Education Planning, Family Finances, Financial Planning, Personal Finance
How to Save for Your Child’s Education Without Sacrificing Your Financial Future Quick Answer: How to Save for Your Child’s Education The most effective way to save for your child’s education is to start early, use tax-advantaged accounts like a 529 plan, diversify...
