by James E. Holland, MSBA, CFP | Jul 14, 2025 | Financial Planning
What is Financial Planning and How Can It Help You? Money has always been seen to be a source of security or stress. According to CNBC’s Kamaron McNair, more than 40% of Americans live paycheck to paycheck, making long-term financial goals feel almost impossible to...
by James E. Holland, MSBA, CFP | Jul 14, 2025 | Financial Planning, Retirement Planning
Budgeting Basics: Why You Need One Let’s face it, most people think of spreadsheets, limitations, or giving up all enjoyment when they hear the phrase “budget.” However, budgeting isn’t about cutting back on your way of life. It’s about...
