by James E. Holland, MSBA, CFP | Aug 24, 2026 | Family Finances, Financial Education, Insurance Strategies, Uncategorized
Life insurance is widely understood in theory, yet many people delay reviewing or purchasing coverage because of assumptions that may not reflect reality. Some of the most common life insurance myths involve cost, age, workplace benefits, family roles, and who...
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 | Aug 18, 2026 | Financial Education, Financial Planning, Retirement Planning, Uncategorized
Choosing a financial advisor can feel overwhelming. Terms such as fiduciary, fee-only, fee-based, commission-based, financial planner, and wealth advisor describe different services, compensation structures, and responsibilities. Understanding these differences—and...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Financial Review, Tax Planning
Mid-Year Financial Review: 10 Questions to Ask Your Financial Advisor A mid-year financial review is one of the most valuable opportunities to evaluate your financial progress before the year ends. By the middle of the year, you’ve accumulated enough financial...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Tax Planning
Mid-Year Financial Checklist: 12 Smart Money Moves Before Year-End The middle of the year is the perfect time to evaluate your financial progress. A mid-year financial checklist helps you identify what’s working, uncover potential problems, and make meaningful...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Investment Strategies, Tax Planning, Uncategorized
Mid-Year Financial Checkup: 5 Steps to Stay on Track The beginning of the year often inspires new financial goals, while the end of the year encourages reflection. However, the months in between are where financial plans can quietly drift off course. A mid-year...
