by James E. Holland, MSBA, CFP | Oct 1, 2025 | Estate & Legacy Planning, Financial Planning, Retirement Planning
Planning for retirement is about more than just saving money — it’s about choosing the right tools to maximize growth and minimize taxes. Among the most powerful options is the Roth IRA, a retirement account that offers tax-free growth and withdrawals. But there’s...
by James E. Holland, MSBA, CFP | Jul 14, 2025 | Financial Planning
What is Financial Planning and How Can It Help You? Money has always been seen to be a source of security or stress. According to CNBC’s Kamaron McNair, more than 40% of Americans live paycheck to paycheck, making long-term financial goals feel almost impossible to...
