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
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How to help determine life insurance needs to provide for your family after you pass away.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.