Retirement Visions- Holt Financial Group LLC

06/03/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

06/01/2026

This month’s Retirement Readiness newsletter features helpfulinformation on exploring national parks during retirement, important birthdays over 50, and the growing popularity of playing pickleball in retirement to stay active. It...

06/01/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

05/29/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

05/27/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

05/25/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

05/22/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

05/20/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

05/19/2026

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.