Holmes & Associates

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Holmes & Associates, Inc.

Welcome to our Web site, where you'll find a wealth of information. It is our intention that your visit to our web site helps you to understand the opportunities and rewards that are available when you take a proactive approach to your personal financial situation.

Holmes & Associates, Inc. created the Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estatestrategies for individuals and employee benefits for businesses.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. As we update information, we wouldn't want you to miss any important information to help you in your area of need.

Please be advised that presently Charles P. Holmes holdsSeries 6 Registration Licensesin Alabama, Georgia and Tennessee. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Charles. P. Holmes before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through "Centaurus Financial, Inc.Member FINRA and SIPC" will fluctuate in value and are subject to investment risks including possible loss of principal.

Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much would your monthly lease payment be?
Long-Term Care Self Insurance
Will you be able to afford nursing home care?

How much can you afford to pay for a car?
More Calculators →

Interest Rates: Be Ready for Anything
There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.
How Health-Care Expenses Could Affect Your Retirement Lifestyle
Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?
Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.
HOT TOPIC: What's Ahead for 2010?
Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?
More Newsletters →

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Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Ideas to help simplify everyday finances.

Manage your taxes and prepare for the upcoming tax season.

Centaurus Branch Manager, Steve Isbell
3532 7th Ct. S., Birmingham, AL 35222 Telephone (205) 252-3221