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Lifestyle & Money Michael Hollis, CFP® Lifestyle & Money Michael Hollis, CFP®

My Plant List and Other Landscape Tips

Looking to refresh your yard this spring? From low-maintenance favorites to plants best used with caution, Michael Hollis, CFP® (and landscape architecture grad) shares practical design tips, mulch advice, and a curated list of trees, shrubs, and perennials for both sun and shade.

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Tax Planning Michael Hollis, CFP® Tax Planning Michael Hollis, CFP®

Learning to File & Understand Your Tax Return

Tax season doesn’t have to be overwhelming. Our guide walks you through the Form 1040 step by step, explaining income, deductions, credits, and refunds in clear, easy-to-understand terms. Whether you file on your own or with a professional, understanding your tax return empowers you to take control of your finances.

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Insurance & Financial Protection, Retirement Planning Michael Hollis, CFP® Insurance & Financial Protection, Retirement Planning Michael Hollis, CFP®

Insurance Policy Checkpoint – How to Ensure You’re Not Under or Over-Insured

Are you paying too much for insurance or not enough? Your home and auto policies may leave gaps or cover things you don’t need. Reviewing property values, vehicle coverage, liability limits, and the need for an umbrella policy can protect your assets and your wallet.

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Michael Hollis, CFP® Michael Hollis, CFP®

Last Chance Retirement Account Savings

Michael Hollis, CFP®, explains how to maximize contributions to 401(k), 403(b), TSP, and IRA accounts, including catch-up contributions for those 50 and older. Discover actionable steps to adjust your contribution rate, evaluate employer matches, and rebalance your portfolio to ensure your retirement goals stay on track. Small changes today can make a lasting impact on your financial future.

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