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
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
A look inside the U.S. government's statistics on household net worth.
However exciting retiring abroad may sound, it deserves considerable planning.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Around the country, attitudes about retirement are shifting.