by James E. Holland, MSBA, CFP | Aug 24, 2026 | Financial Planning, Insurance Strategies, Retirement Planning, Uncategorized
Most people think of life insurance primarily as a way to protect loved ones after death. However, certain types of life insurance in retirement planning may serve additional purposes. Permanent life insurance can include a cash value component that may provide...
by James E. Holland, MSBA, CFP | May 21, 2026 | Annuities, Financial Planning, Investment Strategies, Retirement Planning, Uncategorized
Annuities 101: Understanding the Basics of Retirement Income Annuities 101 starts with understanding one important retirement question: Will your savings last throughout retirement? Many retirees worry about replacing their paycheck and creating dependable income that...