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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Even if you’re young and single, you should still consider protecting yourself.
A collection of tips from professional travelers.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Don’t overlook the need for renter’s insurance if you rent your home.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
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 presentation about managing money: using it, saving it, and even getting credit.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?