beneficiary review Archives - Holland Strategic Wealth Advisors

5 Life Events That Call for a Life Insurance Review

by James E. Holland, MSBA, CFP | Aug 24, 2026 | Family Finances, Financial Planning, Insurance Strategies, Uncategorized

Life changes, and your life insurance should keep up with it. A policy that fit your needs several years ago may no longer reflect your income, family responsibilities, debts, or long-term financial goals. That is why a life insurance policy review matters. Rather...

Mid-Year Financial Checklist for a Stronger Financial Future

by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Tax Planning

Mid-Year Financial Checklist: 12 Smart Money Moves Before Year-End The middle of the year is the perfect time to evaluate your financial progress. A mid-year financial checklist helps you identify what’s working, uncover potential problems, and make meaningful...

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