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Tuesday, January 17, 2023

If you’ve been putting off your financial plan, now’s the time to get it in check. Here, we share some tips on how to get started.

 

Tuesday, December 13, 2022

We love our clients, and we also love their family and friends! Do you know someone who would benefit from working with us?

 

Friday, November 11, 2022

Ready to retire comfortably? These 8 questions will help determine your unique number for your unique retirement.

 

Friday, October 21, 2022

It’s important to understand your personal risk tolerance to know if you’re taking on too much or too little risk in your portfolio. Learn more here!

 

Friday, September 9, 2022

Markets being down have YOU down? Learn how T.A. Holland & Co. can help you build up your finances when the markets are down.

 

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Thursday, August 25, 2022

Retired or planning to retire soon? Here are 5 mistakes you can make in the first decade out of work that could have a ripple effect on your retirement.

 

Tuesday, August 2, 2022

Worried about your portfolios and savings? As we pass the midpoint for 2022, here’s what we know about the state of the market.

 

Wednesday, June 29, 2022

Does the state of the world and the markets have your head spinning? Let T.A. Holland & Co. watch over your money, so you can stress less.

 

Wednesday, May 18, 2022

Wondering how much retirement will cost you? Ask yourself these questions to create a cash flow plan to match your lifestyle.

 

Thursday, April 14, 2022

Much is uncertain, but your finances don’t have to be. These 5 smart money moves can help keep you covered no matter what life throws your way.

 

Friday, March 4, 2022

Do current events have your stomach in knots? Here’s what you need to know about the Russia-Ukraine crisis and what it means for your money.

 

Monday, February 14, 2022

Want to keep more of your hard-earned money in your pocket? We have good news: these tax strategies may help you do just that.

 

Tuesday, January 25, 2022

As you know, we recently changed broker-dealers from Cetera Advisor Networks to Commonwealth Financial Networks. Thank you for your continued patience, support, and loyalty as we made the transition and became familiar with Commonwealth and

 

Tuesday, November 30, 2021

It’s not unusual for the holidays to be an extra financial burden—but with all that 2021 has thrown at us with increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation...

 

Monday, November 8, 2021

Life isn’t static—that’s no surprise. So if life changes constantly, why shouldn’t your life insurance change with it? Keeping your life insurance in step with your busy life with regular policy reviews helps...

 

Thursday, October 21, 2021

If you are like many of our clients, you’re hoping for a debt-free retirement. And while that is a commendable goal, it also leaves a lot of money on the table that could be put to work accomplishing other financial objectives...

 

Monday, September 27, 2021

It can be easy to underestimate the role of taxes in retirement. Because taxes are frequently associated with income during the working years of life, many overlook tax planning during this next chapter. However, if properly managed,...

 

Monday, August 30, 2021

Trusts often coincide with estate planning. When planning your own estate, you’re looking out for your hard-earned money, home, and other assets along with determining how to transfer them to the next generation. How your assets...

 

Saturday, July 17, 2021

The countdown is on if you’re planning to retire within the next five years. And, while it can feel like time is standing still—especially when you’re still at work—this time period will move quickly as you busy...

 

Monday, June 21, 2021

One of the top concerns for most pre-retirees is not knowing how long their money will last them in retirement, along with the additional concern of managing unexpected expenses and emergencies. (1) Luckily, you don’t have to...

 

Thursday, May 20, 2021

From a global pandemic and a contentious election season to unprecedented market headlines and international unrest, it’s no surprise we have seen increased market volatility over the last year. And when it feels like our world...

 

Monday, April 19, 2021

As we officially move into the second fiscal quarter of 2021, we can look back on the first quarter to understand the impacts of early-year market performance on the U.S. economy. As vaccination programs currently represent our best...

 

Tuesday, March 16, 2021

Each new presidential administration comes in with grand plans to change policies, better the nation, and ultimately do what they think is best for the American people. Wherever you fall on the political spectrum, a changeover in...

 

Tuesday, January 26, 2021

What’s Your Risk Number? Risk is different for every person based on their unique situation, stage of life, and personality. In light of where the market sits today (DOW 30,000+ as of 01/19/2021) many of my current and...

 

Tuesday, January 26, 2021

COVID-19 has magnified all our fears and doubts. Our health, our family, and our finances have been tested by the pandemic. Americans’ fears about their financial stability have grown worse. 50% of Americans worry about not being...