The promise of the fiduciary standard.
At Horizon Wealth Management, we’re an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients.
And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth. Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families.Contact Us
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Being healthy not only makes you feel good, it may also help you financially.
A four-step framework for building a personal legacy.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.