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...
by James E. Holland, MSBA, CFP | Aug 18, 2026 | Financial Education, Financial Planning, Retirement Planning, Uncategorized
Choosing a financial advisor can feel overwhelming. Terms such as fiduciary, fee-only, fee-based, commission-based, financial planner, and wealth advisor describe different services, compensation structures, and responsibilities. Understanding these differences—and...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Financial Review, Tax Planning
Mid-Year Financial Review: 10 Questions to Ask Your Financial Advisor A mid-year financial review is one of the most valuable opportunities to evaluate your financial progress before the year ends. By the middle of the year, you’ve accumulated enough financial...
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 | 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...
