Mount Rainier overlooking Commencement Bay and Tacoma at dusk

Jim Holroyd, CFP®

1916 130th St Ct S
Tacoma, WA 98444

Phone:

253-921-5754

E-mail:

Welcome to my website, where you'll find a wealth of information including newsletter articles, calculators, and research reports.

I hope your visit helps you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. This site has been created to help you better understand the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals.

I'm here to help educate you on the basic concepts of financial management, share more about who I am, and provide easy access to market performance data. I encourage you to take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your browser. I update the information regularly, and I wouldn't want you to miss any developments in the area of personal finance.

Contact

Please feel free to contact me with any questions.

Contact Me

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Lease Payment

How much would your monthly lease payment be?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators