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 You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Building wealth requires protection from the forces of wealth destruction.
How literate are you when it comes to your finances? Brush up with these five basics.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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.