by James E. Holland, MSBA, CFP | Sep 23, 2026 | Financial Planning, Healthcare, Retirement Planning, Uncategorized
Retirement planning often focuses on savings, investments, income, and withdrawal strategies. However, health and wealth in retirement are closely connected, and healthcare expenses can have a significant impact on how long your retirement savings need to last....
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...
