by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Financial Review, Tax Planning
Mid-Year Financial Review: 10 Questions to Ask Your Financial Advisor A mid-year financial review is one of the most valuable opportunities to evaluate your financial progress before the year ends. By the middle of the year, you’ve accumulated enough financial...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Tax Planning
Mid-Year Financial Checklist: 12 Smart Money Moves Before Year-End The middle of the year is the perfect time to evaluate your financial progress. A mid-year financial checklist helps you identify what’s working, uncover potential problems, and make meaningful...
by James E. Holland, MSBA, CFP | Jul 27, 2026 | Financial Education, Financial Planning, Investment Strategies, Tax Planning, Uncategorized
Mid-Year Financial Checkup: 5 Steps to Stay on Track The beginning of the year often inspires new financial goals, while the end of the year encourages reflection. However, the months in between are where financial plans can quietly drift off course. A mid-year...
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 | Family Finances, Financial Planning, Retirement Planning, Tax Planning, Uncategorized
Financial Tips for the Sandwich Generation: How to Balance Caregiving, Taxes, and Retirement Supporting aging parents while raising children or helping adult children can feel like a full-time job. For many families, the financial responsibilities of caregiving extend...
