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?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Term insurance is the simplest form of life insurance. Here's how it works.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Marriage changes everything, including your insurance needs.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.