Welcome to Helms Wealth Management
We are a small, independent wealth management firm focused on helping clients align their resources and goals. Their success energizes our commitment to critical thinking, a clear, understandable strategy and appropriate recommendations. Each client is unique and deserves a personalized approach to their situation. We are free of obligations to banks, Wall Street brokers and proprietary investment packages.
If you need comprehensive wealth management with a high level of personal service, please browse our services and topics. You might find what you are looking for. Thanks for visiting!
I didn’t write these, but my website server has lots of articles on finance. They rotate every week or you can go to the main list for specific topics. Call me if you want to talk about any of them. Thanks, sh
Helpful Content
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.