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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Tips on insuring your teen driver.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Second marriages are a trigger event to revisit any existing estate strategies.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.