Holden Wealth Management focuses on growing and protecting our clients' wealth

Focusing On Growing and Protecting Your Wealth


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.

 



Holden Wealth Management

631 N. Walnut St.

Bloomington, IN 47404

Tel: 812-336-0149
Fax: 812-336-0660
Email: joshua@jholden.com

 

 

 

 

 

 
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lease Payment

How much would your monthly lease payment be?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

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