At Holmes & Associates Asset Management, we believe in old fashioned values of trust and respect, and make our clients the focus of our business.
Our mission here is to empower you, our clients, to grow your wealth and reduce your fears about money. We want to assist you in making smart financial decisions towards your unique goals and aspirations.There is lots of good information here for you, so check it out at your leisure, or call me and we can talk.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What’s the deal with your yearly free credit report?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
An increasing number have been developed to help individuals with their personal finances.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some key concepts to understand when investing for retirement
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
Learn how to harness the power of compound interest for your investments.
Here is a quick history of the Federal Reserve and an overview of what it does.