by James E. Holland, MSBA, CFP | Sep 22, 2026 | Financial Education, Financial Planning, Healthcare, Insurance Strategies, Uncategorized
Every year, workplace open enrollment gives employees an important opportunity to review their health insurance and other employer-sponsored benefits. However, it can be tempting to simply select the same options as last year and move on. Your benefits may deserve a...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | College & Education Planning, Estate & Legacy Planning, Healthcare, Insurance Strategies, Young Adults
Healthcare Planning for Young Adults: What Every Parent Should Do Before College Sending a child to college is an exciting milestone. Families often spend months shopping for dorm essentials, organizing financial aid, and preparing for move-in day. However, one of the...