power of attorney Archives - Holland Strategic Wealth Advisors

How to Talk About Money With Aging Parents

by James E. Holland, MSBA, CFP | Jun 22, 2026 | Estate & Legacy Planning, Family Finances, Financial Planning, Healthcare, Uncategorized

How to Talk About Money With Aging Parents: A Guide for Families Few conversations are more important—or more difficult—than discussing finances with aging parents. Whether you’re concerned about healthcare decisions, long-term care, estate planning, or simply...

Caregiving Readiness Checklist for Families

by James E. Holland, MSBA, CFP | Jun 22, 2026 | Estate & Legacy Planning, Family Finances, Financial Planning, Healthcare, Uncategorized

Caregiving Readiness Checklist: How to Prepare Before a Family Crisis Occurs Most families do not think about caregiving until a health emergency forces important decisions to be made quickly. Unfortunately, waiting until a crisis occurs can create unnecessary stress,...

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