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?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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.
A few strategies that may help you prepare for the cost of higher education.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Calculating your potential Social Security benefit is a three-step process.
To choose a plan, it’s important to ask yourself four key questions.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.