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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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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?

  • 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

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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