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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do your insurance needs stay the same when the nest empties?
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here are 4 great, and sometimes unexpected, places to raise a family.
There are things about Social Security that might surprise you.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Make your retirement as exciting as your next vacation.
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?