New Jersey Ranked
Five Star Wealth Manager
by New Jersey Monthly 1
Welcome to New Horizons
New Horizons understands that Upper Middle Class Families face very unique challenges that can affect long-term financial success. These challenges involve trying to answer where your current savings and investment path will lead you, how you can best utilize social security and pension resources, and how you can protect your assets today, while still maximizing what you leave to future generations.
Because over 90% of our clients are Upper Middle Class Families with your similar concerns, we have a staff that has accumulated extensive experience in handling these challenges and the technology and tools you need to thrive in your financial life.
Who Really Needs an Advisor Anyway?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Earnings season can move markets. What is it and why is it important?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Retirees traveling abroad need to know that their health insurance travels with them.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Do you know how to set up your financial goals for success? This knight does.
Why are 401(k) plans, annuities, and IRAs so popular?
There are a few things to consider when buying or leasing your next vehicle.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
How do the markets usually react to elections? Was the 2016 election any different?