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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Home Affordability

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

Car Affordability

How much can you afford to pay for a car?

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Newsletters

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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?

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