by James E. Holland, MSBA, CFP | May 26, 2026 | Annuities, Financial Education, Financial Planning, Retirement Planning, Uncategorized
The Pros and Cons of Annuities Quick Answer: What Are the Pros and Cons of Annuities? The pros and cons of annuities include guaranteed income, tax-deferred growth, and protection from market volatility, balanced against liquidity restrictions, fees, and potential...
by James E. Holland, MSBA, CFP | May 26, 2026 | Annuities, Financial Education, Financial Planning, Retirement Planning, Uncategorized
Questions to Ask Before Buying an Annuity Quick Answer: What Should You Ask Before Buying an Annuity? Before buying an annuity, ask about fees, surrender charges, guarantees, inflation protection, tax treatment, and the financial strength of the insurance company...
by James E. Holland, MSBA, CFP | May 21, 2026 | Annuities, Financial Education, Financial Planning, Retirement Planning, Uncategorized
Understanding Annuities: Myths, Facts, and How They Work Quick Answer: What Does Understanding Annuities Mean? Understanding annuities means learning how these insurance-based financial products work, the income options they provide, and how they may support long-term...
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 | 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 22, 2026 | Family Finances, Financial Education, Financial Planning
Teaching Kids About Money: A Practical Guide to Raising Financially Smart Children Quick Answer: How Do You Start Teaching Kids About Money? Teaching kids about money starts with simple, age-appropriate lessons like understanding wants versus needs, using physical...
