At Holcomb Financial, we understand that the idea of finances can be overwhelming and we are committed to keeping you aware and at ease. We can help you get the best outcome regarding tax preparation, accounting, and your wealth management needs. Located in gorgeous Ocean Springs, Mississippi, we provide services to individual clients and businesses throughout the United States.
Holcomb Financial was founded by Amon Holcomb nine years ago but has been helping clients with their taxes, accounting and wealth management needs for fourteen years. Our team is dedicated to helping you meet your demanding financial goals.
For prompt and individualized service, come to Holcomb Financial. We look forward to talking to you soon.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here are five facts about Social Security that are important to keep in mind.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Is your estate in order? This short quiz may help you assess your overall strategy.
A letter of instructions provides additional and more personal information regarding your estate.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A quick history of the Federal Reserve and overview of what it does.
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.