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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What does the Tax Reform and Jobs Act mean for you?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It's easy to let investments accumulate like old receipts in a junk drawer.