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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Here are 5 reason why you may consider working through retirement.
This article provides a checklist of steps to take if you experience a data breach.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
This checklist can give you a quick snapshot of how prepared you are.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Even if you’re young and single, you should still consider protecting yourself.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Making the most of surprises is a great reason to work with us.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Preparing for the unexpected can make all the difference if your family relies on your income.
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.