by James E. Holland, MSBA, CFP | Jun 22, 2026 | Estate & Legacy Planning, Financial Planning, Healthcare, Retirement Planning, Uncategorized
Long-Term Care Planning: How to Protect Your Retirement and Your Legacy Many people spend years preparing for retirement but overlook one of the largest financial risks they may face: the need for long-term care. Long-term care planning helps families prepare for...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | College & Education Planning, Estate & Legacy Planning, Family Finances, Financial Planning, Uncategorized
Sandwich Generation Financial Planning: How to Support Family Without Sacrificing Your Future If you are helping aging parents while still supporting children or adult children, you are not alone. Sandwich Generation financial planning has become increasingly...
by James E. Holland, MSBA, CFP | May 26, 2026 | Annuities, Financial Education, Financial Planning, Retirement Planning, Uncategorized
The Pros and Cons of Annuities Quick Answer: What Are the Pros and Cons of Annuities? The pros and cons of annuities include guaranteed income, tax-deferred growth, and protection from market volatility, balanced against liquidity restrictions, fees, and potential...
by James E. Holland, MSBA, CFP | May 26, 2026 | Annuities, Financial Education, Financial Planning, Retirement Planning, Uncategorized
Questions to Ask Before Buying an Annuity Quick Answer: What Should You Ask Before Buying an Annuity? Before buying an annuity, ask about fees, surrender charges, guarantees, inflation protection, tax treatment, and the financial strength of the insurance company...
by James E. Holland, MSBA, CFP | May 21, 2026 | Annuities, Financial Planning, Personal Finance, Retirement Planning, Uncategorized
How Annuities Fit Into Retirement Planning Quick Answer: What Role Do Annuities Play in Retirement Planning? Annuities in retirement planning may help create predictable income, supplement Social Security, reduce market risk exposure, and support long-term financial...
by James E. Holland, MSBA, CFP | May 21, 2026 | Annuities, Financial Planning, Personal Finance, Retirement Planning, Uncategorized
Creating Reliable Retirement Income Quick Answer: What Is Reliable Retirement Income? Reliable retirement income combines multiple income sources, such as Social Security, investments, pensions, and annuities, to help create consistent cash flow throughout retirement....
