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 | Budgeting, College & Education Planning, Education Funding, Family Finances
Back-to-School Money Checklist: Smart Financial Planning for Families The excitement of a new school year often comes with a long shopping list and unexpected expenses. A back-to-school money checklist helps families prepare for both the obvious and hidden costs of...
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 | Jul 27, 2026 | College & Education Planning, Education Funding, Family Finances, Financial Planning, Personal Finance, Uncategorized
Planning Ahead for College Costs: What Every Family Should Know Paying for college is one of the largest financial commitments many families will ever make. That’s why planning ahead for college costs is so important. The earlier you begin, the more...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | College & Education Planning, College Admissions, Education Funding, Family Finances, Financial Planning, Personal Finance, Uncategorized
12 Tips to Maximize Your Child’s Financial Aid College is one of the largest financial investments many families will ever make. Fortunately, there are proven strategies to maximize your child’s financial aid and reduce out-of-pocket expenses. While no...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | College & Education Planning, Estate & Legacy Planning, Family Finances, Financial Planning, Uncategorized
Sandwich Generation Financial Planning: How to Support Family Without Sacrificing Your Future If you are helping aging parents while still supporting children or adult children, you are not alone. Sandwich Generation financial planning has become increasingly...
