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...
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...
by James E. Holland, MSBA, CFP | Apr 22, 2026 | Estate & Legacy Planning, Family Finances, Financial Education, Financial Planning
Money Conversations for Families: How to Build Financial Values and Lasting Legacy Quick Answer: What Are Money Conversations for Families? Money conversations for families are intentional discussions about financial values, goals, and decision-making that help...
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 | Mar 24, 2026 | Estate & Legacy Planning, Healthcare, Tax Planning
Quick Answer: How to Make the Most of Financial Literacy Month Financial Literacy Month is an ideal time to review your budget, protect your credit, optimize retirement contributions, and update beneficiary and estate plans. Following a structured checklist ensures...
