Broker Check

Holmes & Associates Asset Management

Helping You Grow Your Wealth

179 Park Boulevard
Painesville, Ohio 44077
(440) 376-8173
 
 
 
 

The Rule of 72 Safeguard Your Digital Estate Road to Retirement Where Is the Market Headed?

Welcome!

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.

Helpful Content

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Rightsizing for Retirement

What does your home really cost?

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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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