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 | 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...
by James E. Holland, MSBA, CFP | Mar 24, 2026 | Social Security, Tax Planning
Quick Answer: How Are Social Security Benefits Taxed? Social Security benefits may be partially taxable depending on your provisional income, which combines your adjusted gross income, nontaxable interest, and 50% of your Social Security benefits. With recent tax...
by James E. Holland, MSBA, CFP | Jul 14, 2025 | Financial Planning
What is Financial Planning and How Can It Help You? Money has always been seen to be a source of security or stress. According to CNBC’s Kamaron McNair, more than 40% of Americans live paycheck to paycheck, making long-term financial goals feel almost impossible to...
