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...
by James E. Holland, MSBA, CFP | May 21, 2026 | Annuities, Financial Planning, Investment Strategies, Retirement Planning, Uncategorized
Annuities 101: Understanding the Basics of Retirement Income Annuities 101 starts with understanding one important retirement question: Will your savings last throughout retirement? Many retirees worry about replacing their paycheck and creating dependable income that...
by James E. Holland, MSBA, CFP | Apr 22, 2026 | College & Education Planning, Family Finances, Investment Strategies, Tax Planning
College Savings Checklist: A Step-by-Step Execution Plan for Education Funding Quick Answer: What Is a College Savings Checklist? A college savings checklist is a tactical guide that helps families execute education funding decisions—covering when to invest, how to...
by James E. Holland, MSBA, CFP | Mar 17, 2026 | Investment Strategies, Medicare, Social Security
Understanding the role of Social Security in your retirement income plan is essential if you want to build a stable and reliable financial future. While many people view Social Security as a reward for decades of work, it is more effective to treat it as the...
by James E. Holland, MSBA, CFP | Mar 1, 2026 | Financial Planning, Investment Strategies, Retirement Planning
Women and investing are becoming more closely connected as more women take an active role in financial planning and investment decisions. Today, women manage household finances, evaluate long-term strategies, and shape their own financial futures. However, this shift...
by James E. Holland, MSBA, CFP | Aug 28, 2025 | Financial Planning, Investment Strategies
If there is any misconception of anything in finance, it is definitely the power of compounding. It’s the key factor behind long-term wealth building, the reason early saving pays off, and the force that turns small habits into massive results. Whether you’re saving...
