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?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Saving for College 101
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding the value of a home warranty.
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?