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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.

New Horizons Wealth Management - Our Team

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?

  • Our Team

    Come meet the team behind New Horizons

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  • Our Process

    How do we do what we do?

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  • Our Services

    Learn about our unique services.

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Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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