by James E. Holland, MSBA, CFP | Aug 24, 2026 | Estate & Legacy Planning, Financial Planning, Insurance Strategies, Uncategorized
Most people think of life insurance as a way to provide money to loved ones after death. That remains its primary purpose. However, life insurance beyond protection may also play a broader role in retirement, estate, and legacy planning. Certain permanent life...
by James E. Holland, MSBA, CFP | Aug 21, 2026 | Estate & Legacy Planning, Family Finances, Financial Education, Financial Planning, Uncategorized
Planning Ahead: What Your Loved Ones Need to Know Imagine for a moment that someone you love suddenly had to step into your shoes. Would they know where your important financial documents are? Could they find your insurance policies or retirement accounts?...
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,...
