by James E. Holland, MSBA, CFP | Jul 27, 2026 | Budgeting, College & Education Planning, Education Funding, Family Finances
Back-to-School Money Checklist: Smart Financial Planning for Families The excitement of a new school year often comes with a long shopping list and unexpected expenses. A back-to-school money checklist helps families prepare for both the obvious and hidden costs of...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | College & Education Planning, Education Funding, Family Finances, Financial Planning, Personal Finance, Uncategorized
Planning Ahead for College Costs: What Every Family Should Know Paying for college is one of the largest financial commitments many families will ever make. That’s why planning ahead for college costs is so important. The earlier you begin, the more...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | College & Education Planning, College Admissions, Education Funding, Family Finances, Financial Planning, Personal Finance, Uncategorized
12 Tips to Maximize Your Child’s Financial Aid College is one of the largest financial investments many families will ever make. Fortunately, there are proven strategies to maximize your child’s financial aid and reduce out-of-pocket expenses. While no...
by James E. Holland, MSBA, CFP | Apr 21, 2026 | College & Education Planning, Family Finances, Financial Planning, Personal Finance
How to Save for Your Child’s Education Without Sacrificing Your Financial Future Quick Answer: How to Save for Your Child’s Education The most effective way to save for your child’s education is to start early, use tax-advantaged accounts like a 529 plan, diversify...
