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 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...
