The Holland Group Retirement Wealth Advisors

The Holland Group Retirement Wealth Advisors Nearly 30 Years in the Tampa Bay Area. Helping Thousands of Families with Retirement Planning, Wealth Management, Estate Planning, & Tax Planning.

At The Holland Group, we help clients with six key areas that all work together to help you shape the future you desire. We believe in consolidating our services all under one roof, from investment strategies, to tax planning, to estate planning, which are all important aspects that help your overall financial plan thrive.

Ashton attended today's meeting wrapped in his favorite blanket and contributed exactly zero ideas. While everyone else ...
06/03/2026

Ashton attended today's meeting wrapped in his favorite blanket and contributed exactly zero ideas.

While everyone else was focused on business, Ashton was busy wondering why treats weren't included in the agenda. 😂😂😂

We're halfway through the year—have you checked whether your financial strategy is still working for you?Market conditio...
06/02/2026

We're halfway through the year—have you checked whether your financial strategy is still working for you?

Market conditions change. Life circumstances change. Your financial plan should adapt accordingly.

A mid-year review can help identify:
✔ Portfolio risk exposure
✔ Income strategy gaps
✔ Inflation impacts
✔ Potential tax surprises

The second half of the year is often where the most meaningful adjustments happen.

What an incredible experience for Steve and Elizabeth to meet Sir Richard Branson.As entrepreneurs, there is always some...
06/01/2026

What an incredible experience for Steve and Elizabeth to meet Sir Richard Branson.

As entrepreneurs, there is always something to learn from those who have built businesses with purpose, innovation, and a commitment to making a positive impact. Moments like these serve as a reminder that success is not only about achievement—it's also about continuous learning, meaningful relationships, and staying inspired by those who have paved the way.

Grateful for the opportunity, the conversation, and the inspiration.

Many women don’t realize how significantly household income can change after the loss of a spouse.Understanding survivor...
05/30/2026

Many women don’t realize how significantly household income can change after the loss of a spouse.

Understanding survivor benefits, Social Security options, and long-term income planning can help create more financial clarity during life’s unexpected moments.

That’s why planning ahead matters:
✔ Survivor Benefits
✔ Income Protection
✔ Financial Preparedness

These conversations may not always be easy—but they are important.

At The Holland Group Retirement Wealth Advisors, we help clients prepare for life transitions with strategies focused on long-term financial confidence and income security.

Do you know how your current plan would respond to a major life change?

📞 Call our team today to start the conversation.

Most people spend more time researching a new TV than deciding when to claim Social Security… and that mistake could cos...
05/27/2026

Most people spend more time researching a new TV than deciding when to claim Social Security… and that mistake could cost hundreds of thousands of dollars over retirement.

In this week’s episode of Retirement Success, Steve and Elizabeth Holland discuss:
✅ Why claiming Social Security too early can permanently reduce your income
✅ The difference between taking benefits at 62 vs. 70
✅ How delaying benefits could increase your income by more than 75%
✅ Spousal and survivor benefit strategies
✅ Hidden tax planning opportunities between ages 62–70
✅ How market risk and inflation impact retirement income planning

If you’ve ever wondered:
➡️ “Should I take Social Security early?”
➡️ “Will waiting really make a difference?”
➡️ “How do I maximize my retirement income?”

This episode is for you.

🎧 Tune in now:

YouTube: https://www.youtube.com//podcasts

Spotify: https://open.spotify.com/show/4BK8WFnNVNHaPhYqjoliMh

Apple Podcast: https://podcasts.apple.com/us/podcast/retirement-success/id182928788

📞 Call today for a complimentary retirement review: 727-228-6449
🌐 askthehollands.com

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to ...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness will never be forgotten.

Wishing you and your loved ones a meaningful and peaceful Memorial Day weekend as we reflect with gratitude on those who served. 🇺🇸

Retirement freedom doesn’t come from chance—it comes from having a clear, well-structured plan.For many people, retireme...
05/22/2026

Retirement freedom doesn’t come from chance—it comes from having a clear, well-structured plan.

For many people, retirement isn’t just about saving money, it’s about turning those savings into something meaningful: reliable income, financial stability, and confidence in the years ahead.

That’s why our approach focuses on more than just numbers. We help you build a strategy designed to support your lifestyle and goals throughout retirement.

Our team helps clients with:
• Retirement income planning
• Social Security and benefit optimization
• Longevity and healthcare planning
• Investment and risk strategy

Each of these areas plays an important role in helping you move toward true retirement freedom—where your money is working with purpose and your future feels more secure.

If you’re ready to take the next step toward a more confident retirement, you can explore our services at www.thehollandgrp.com or call 727.724.3334 today!

Retirement isn’t an age—it’s a number.And while many people focus on when they want to retire, the more important questi...
05/20/2026

Retirement isn’t an age—it’s a number.

And while many people focus on when they want to retire, the more important question is what number will actually support the life you want when you get there.

That number isn’t the same for everyone. It depends on your lifestyle goals, income needs, healthcare considerations, inflation, and how many years your retirement may need to last.

The clearer you are on your retirement number, the more confident you can be in the decisions you make today—whether you’re building, adjusting, or simply checking in on your progress.

At The Holland Group Retirement Wealth Advisors, we help individuals and families define what their retirement number looks like and build strategies designed to support long-term income and financial confidence.

So let’s ask the real question:
Do you know your retirement number?

Emergency funds and retirement funds both play important roles in your financial future—but they’re designed for very di...
05/18/2026

Emergency funds and retirement funds both play important roles in your financial future—but they’re designed for very different purposes.

An emergency fund is meant to help cover unexpected expenses like medical bills, car repairs, home maintenance, or sudden loss of income. These funds should typically be easily accessible when life happens unexpectedly.

A retirement fund, on the other hand, is designed to support your long-term future and help create income throughout retirement. These accounts are built for long-term growth and financial stability over time.

One common mistake people make is using retirement savings to cover short-term emergencies—which can impact long-term financial goals and future income potential.

That’s why having both an emergency strategy and a retirement strategy matters.

At The Holland Group Retirement Wealth Advisors, we help individuals and families create financial plans designed for both today’s uncertainties and tomorrow’s goals.

Are your savings working for both your present and your future?

Retirement confidence doesn’t happen by chance, it comes from understanding the common mistakes that can quietly impact ...
05/15/2026

Retirement confidence doesn’t happen by chance, it comes from understanding the common mistakes that can quietly impact your long-term financial security.

For many women, retirement planning can feel overwhelming or easy to postpone, but being aware of a few key missteps can make a meaningful difference in your future readiness.

1. Delaying Retirement Planning
Many women put retirement planning on hold while prioritizing family, career changes, or other responsibilities. The earlier you start planning, the more opportunities you may have to build long-term financial stability.

2. Relying Too Heavily on One Source of Income
Depending solely on Social Security or a spouse’s retirement plan can create financial gaps later on. A well-rounded retirement strategy should include multiple income sources and long-term planning.

3. Underestimating Longevity & Healthcare Costs
Women tend to live longer, which means retirement savings may need to last longer as well. Healthcare expenses, inflation, and long-term care costs are important factors that should be included in your retirement strategy.

Save this post as a reminder that retirement confidence starts with preparation, education, and having a plan designed for your future.

Address

2637 McCormick Drive Suite #101
Clearwater, FL
33759

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 4:30pm

Telephone

+17277243334

Website

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