by James E. Holland, MSBA, CFP | Mar 24, 2026 | Estate & Legacy Planning, Healthcare, Tax Planning
Quick Answer: How to Make the Most of Financial Literacy Month Financial Literacy Month is an ideal time to review your budget, protect your credit, optimize retirement contributions, and update beneficiary and estate plans. Following a structured checklist ensures...
by James E. Holland, MSBA, CFP | Mar 24, 2026 | Social Security, Tax Planning
Quick Answer: How Are Social Security Benefits Taxed? Social Security benefits may be partially taxable depending on your provisional income, which combines your adjusted gross income, nontaxable interest, and 50% of your Social Security benefits. With recent tax...
by James E. Holland, MSBA, CFP | Mar 24, 2026 | Medicare, Retirement Planning, Social Security, Tax Planning
Quick Answer: Should You File for Social Security Now? You may be ready to file for Social Security if you can confidently answer “yes” to questions about your Full Retirement Age, earnings limits, taxes, Medicare costs, and spousal strategy. If not, delaying could...
by James E. Holland, MSBA, CFP | Mar 11, 2026 | Financial Planning, Tax Planning
Tax season does not have to feel overwhelming. Preparing early with a clear tax preparation checklist can make filing easier and help prevent last-minute stress. Organizing documents now allows you to review income sources, deductions, and tax payments before...
by James E. Holland, MSBA, CFP | Mar 1, 2026 | Financial Planning, Tax Planning
Smart Moves to Consider Before Filing Your Taxes Getting smart about tax planning before Tax Day isn’t just about gathering documents. With the filing deadline approaching, there are several deductions, contributions, and credits you may still be able to use to reduce...
