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

Savings Accumulation

Estimate the future value of your current savings.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Car Affordability

How much can you afford to pay for a car?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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