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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How to help determine life insurance needs to provide for your family after you pass away.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Military families face unique challenges, making personal finance even more critical.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know these three personal finance sayings?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.