James Insights: Financial Planning
Financial Planning
Year-End Financial Review: Three Smart Habits to Start Now
As the holidays approach and the year begins to wind down, many people naturally start looking ahead to what’s next.... Read more »
Understanding Trump Accounts for Children: A Strategic Opportunity for Families
The One Big Beautiful Bill Act, enacted July 4, 2025, introduced significant changes to the tax landscape. Among its 1,000+... Read more »
How to Choose the Right Financial Advisor for You
Choosing a financial advisor is a major decision that can impact your long-term success and peace of mind. But with... Read more »
When to Hire a Financial Planner
Is It Time to Hire a Financial Planner? When might be the right time? Managing your finances might seem straightforward,... Read more »
5 Strategies to Catch Up—And Build Wealth with Purpose
You might have delayed investing to focus on raising a family, building a business, or simply because the markets seemed... Read more »
Beyond the Dorm Room Checklist: Why Your College Kid Needs Powers of Attorney
As your student prepares for college life, amid the dorm supplies and class schedules, there's a crucial legal consideration many... Read more »
Maximize Health Savings Account (HSA) for Retirement
Why Your Health Savings Account (HSA) is a Powerful Retirement Tool Most people see Health Savings Accounts as a way... Read more »
Meet Your 2025 Fiancial Goals
Why a Q1 Financial Review Matters With the first quarter coming to a close, now is the perfect time to... Read more »
Refresh Your Financial Plan
A Fresh Start for Your Finances Spring is a season of renewal, making it the perfect time to refresh your... Read more »
10 Financial New Year’s Resolutions for 2025
As the New Year begins, it’s not just a time to reflect on personal achievements but also to assess your… Read more »
