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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
9 Facts About Social Security
There are things about Social Security that might surprise you.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
It sounds simple, but paying yourself first can really pay off.
Marriage changes everything, including your insurance needs.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.
Do you know how to set up your financial goals for success? This knight does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.