by James E. Holland, MSBA, CFP | Sep 22, 2026 | Financial Education, Medicare, Retirement Planning, Uncategorized
Medicare Annual Enrollment Checklist: What to Review Before December 7 Medicare Annual Enrollment is an important opportunity to review your healthcare coverage and determine whether your current plan still meets your needs. For 2026, the Annual Enrollment Period runs...
by James E. Holland, MSBA, CFP | Sep 22, 2026 | Financial Education, Financial Planning, Medicare, Retirement Planning, Uncategorized
Medicare enrollment deadlines can affect when your coverage begins, which plans you can choose, and whether you face late enrollment penalties. Therefore, understanding the major enrollment periods before you reach age 65 can help you avoid unnecessary gaps or added...
by James E. Holland, MSBA, CFP | Jun 22, 2026 | Financial Planning, Healthcare, Insurance Strategies, Retirement Planning, Uncategorized
The Real Cost of Long-Term Care: What Every Retiree Should Know Most people spend years preparing for retirement income, investment returns, and lifestyle goals. However, many overlook one of the largest financial risks they may face: the cost of long-term care. While...
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 | Mar 24, 2026 | Social Security, Tax Planning
Quick Answer: How Are Social Security Benefits Taxed? Social Security benefits may be partially taxable depending on your provisional income, which combines your adjusted gross income, nontaxable interest, and 50% of your Social Security benefits. With recent tax...
