by James E. Holland, MSBA, CFP | Aug 24, 2026 | Financial Planning, Insurance Strategies, Retirement Planning, Uncategorized
Most people think of life insurance primarily as a way to protect loved ones after death. However, certain types of life insurance in retirement planning may serve additional purposes. Permanent life insurance can include a cash value component that may provide...
by James E. Holland, MSBA, CFP | Aug 24, 2026 | Family Finances, Financial Planning, Insurance Strategies, Uncategorized
Having life insurance through your employer can feel reassuring. Employer-sponsored life insurance is often convenient, affordable, and easy to enroll in. In many cases, employees can obtain basic coverage without going through an individual medical exam. However,...
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 | Financial Planning, Healthcare, Insurance Strategies, Retirement Planning, Uncategorized
The Real Cost of Long-Term Care: What Every Retiree Should Know Most people spend years preparing for retirement income, investment returns, and lifestyle goals. However, many overlook one of the largest financial risks they may face: the cost of long-term care. While...
by James E. Holland, MSBA, CFP | Apr 22, 2026 | Family Finances, Financial Planning, Healthcare, Insurance Strategies, Military Financial Planning, Personal Finance, Uncategorized
Financial Planning for Military Families: A Complete Guide to Benefits, Retirement, and Long-Term Security Quick Answer: What Is Financial Planning for Military Families? Financial planning for military families involves coordinating pensions, healthcare benefits,...
