by James E. Holland, MSBA, CFP | Aug 24, 2026 | Estate & Legacy Planning, Financial Planning, Insurance Strategies, Uncategorized
Most people think of life insurance as a way to provide money to loved ones after death. That remains its primary purpose. However, life insurance beyond protection may also play a broader role in retirement, estate, and legacy planning. Certain permanent life...
by James E. Holland, MSBA, CFP | Aug 21, 2026 | Estate & Legacy Planning, Family Finances, Financial Education, Financial Planning, Uncategorized
Planning Ahead: What Your Loved Ones Need to Know Imagine for a moment that someone you love suddenly had to step into your shoes. Would they know where your important financial documents are? Could they find your insurance policies or retirement accounts?...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | Family Finances, Financial Planning, Retirement Planning, Tax Planning, Uncategorized
How to Balance Family Support Without Derailing Your Retirement Goals For many retirees, financial planning extends far beyond personal goals. Parents help adult children, grandparents contribute to education expenses, and many families provide care for aging...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | Estate & Legacy Planning, Family Finances, Financial Planning, Retirement Planning, Uncategorized
Financial Freedom in Retirement: How to Reduce Stress and Protect Your Future Many people assume financial freedom is tied to reaching a specific net worth. In reality, financial freedom in retirement is often less about the size of your portfolio and more about the...
