At Holden Wealth Management, our focus is on helping to grow and preserve the wealth of our clients. Working with professionals, business owners, and retirees, we are committed to keeping you informed and to educate you with the key information beneficial to your financial future. We utilize a team approach to deliver the outstanding service our clients deserve and expect in order to help you understand and realize your financial objectives.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to determine whether you qualify for the different types of IRAs.