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.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Currency has been around for a long time. Here’s a quick history lesson.
Learn all about Medicare basics in this informative and insightful article.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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
With alternative investments, it’s critical to sort through the complexity.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Why are 401(k) plans, annuities, and IRAs so popular?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?