retirement income strategy Archives - Holland Strategic Wealth Advisors

How Annuities Fit Into Retirement Planning

by James E. Holland, MSBA, CFP | May 21, 2026 | Annuities, Financial Planning, Personal Finance, Retirement Planning, Uncategorized

How Annuities Fit Into Retirement Planning Quick Answer: What Role Do Annuities Play in Retirement Planning? Annuities in retirement planning may help create predictable income, supplement Social Security, reduce market risk exposure, and support long-term financial...

Are You Ready to File for Social Security? 2026 Guide

by James E. Holland, MSBA, CFP | Mar 24, 2026 | Medicare, Retirement Planning, Social Security, Tax Planning

Quick Answer: Should You File for Social Security Now? You may be ready to file for Social Security if you can confidently answer “yes” to questions about your Full Retirement Age, earnings limits, taxes, Medicare costs, and spousal strategy. If not, delaying could...

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