Financial Planning
Welcome to Carol Holm Financial. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We've crafted a high-quality team of financial advisors with diverse areas of knowledge and expertise, giving you a comprehensive support system for meeting your financial goals.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Come visit us at our Blackfoot, Idaho office or give us a call today.
Helpful Content
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.