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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
At what point can you call a personal vehicle commercial?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Five creative (and inexpensive) ideas for motivating your employees.
Earnings season can move markets. What is it and why is it important?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Learn about cyber liability insurance in this entertaining video.