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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The item most homeowners forget on their home improvement project checklist is insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
Smart investors take the time to separate emotion from fact.