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Holt Planning Addressing Your Financial Needs
1319 4th Avenue
Canyon,
TX
79015
Phone:
- 806.655.0251
Fax:
- 806.656.0252
Newsletters
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?