by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Investment Strategies, Tax Planning, Uncategorized
Mid-Year Financial Checkup: 5 Steps to Stay on Track The beginning of the year often inspires new financial goals, while the end of the year encourages reflection. However, the months in between are where financial plans can quietly drift off course. A mid-year...
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 | 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...
by James E. Holland, MSBA, CFP | Mar 17, 2026 | Investment Strategies, Medicare, Social Security
Understanding the role of Social Security in your retirement income plan is essential if you want to build a stable and reliable financial future. While many people view Social Security as a reward for decades of work, it is more effective to treat it as the...
by James E. Holland, MSBA, CFP | Mar 17, 2026 | Estate & Legacy Planning, Retirement Planning, Social Security
Understanding common Social Security mistakes is essential if you want to protect your retirement income and maximize your lifetime benefits. For many Americans, Social Security represents a significant portion of retirement income. However, poor decisions can...
