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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
For some, the social impact of investing is just as important as the return, perhaps more important.
Earnings season can move markets. What is it and why is it important?
A change in your mindset during retirement may drive changes to your portfolio.
Medicare’s popular program, offering free gym membership and health education.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
How will you weather the ups and downs of the business cycle?
Investors seeking world investments can choose between global and international funds. What's the difference?
When you retire, how will you treat your next chapter?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
All about how missing the best market days (or the worst!) might affect your portfolio.