Jay Holder, CFP, CRPC

09/01/2023

Surrounding yourself with the right professionals to help plan your finances is vital. Here are some of the key players to seek out when building your team of professionals.

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08/29/2023

If you're a caregiver for someone with special needs, be sure they're central to your estate planning. Learn how:

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08/21/2023

It's back to school season, and that means adult children will be leaving
for college soon. Make sure that important legal documents such as
advance directives are in place and securely shared. Ask your advisor
about using Everplans to help keep your family's paperwork in order and
your financial plan on track.

08/18/2023

Age isn't the only factor when considering long-term care needs – unexpected injury or medical complication can necessitate long-term care at any stage of life. Learn how long-term care insurance can help support your financial well-being.

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08/14/2023

An annuity is a contract between you and an insurance company and can address a variety of financial needs. Review this chart to find out more about this product type and whether it can help you meet your goals.

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08/10/2023

Many Americans will spend 22 years in retirement* – that's 8,000 days.
Making the most of that time requires a sound financial plan, but it's
just as important to find passions to explore. There will be important
decisions to make, but also fulfillment to be had, so make doing the
things you love part of your retirement goals.

08/07/2023

The transition of wealth from one generation to the next is about more than money--it also includes a wealth of information. Pass on the skills and financial literacy that will empower your heirs to make informed decisions throughout their lives.

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08/04/2023

Maintaining a high quality circle of care in retirement requires the expertise of more than one specialist. Here are a few of the professionals you'll want to get to know as you age.

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07/11/2023

When it comes to the war for talent, benefits play a key role. Find out how to update your benefits package and make sure it's tracking with employee needs and desires.

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07/07/2023

Inflation and rising interest rates present challenges for those with pension payouts, but here are a few considerations to help you navigate and decide on the best payment option for you.

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06/23/2023

If your business relies on a key individual to function, this represents a risk that can lead to loss if that individual leaves their role unexpectedly. However, there are strategies that can help you protect your business from this loss.

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06/21/2023

When planning for retirement and claiming benefits such as Social Security, there are a few elements that you should consider asking your financial advisor about ahead of time in order to maximize your benefit.

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