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The Benefits of Starting a Financial Plan Early: Why February Is a Great Time to Begin
Getting started on a financial plan now can set you up for long-term success. Whether you're saving for retirement, managing debt, or building investments, the sooner you begin, the more time you'll have to reach your goals. It’s never too early to start, and the...
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Why is Estate Planning Important for Everyone?
Estate planning is essential for everyone, regardless of the size of their assets or net worth. It’s about ensuring your wishes are honored, your loved ones are cared for, and your financial legacy is preserved. Let’s explore what estate planning is and why it’s important for everyone…
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Strategies for Passing Wealth Without Creating Dependency
1. Education and Financial Literacy: The Gift That Lasts a Lifetime One of the best ways to ensure your heirs use inherited wealth wisely is by educating them about personal finance. Without a solid understanding of budgeting, investing, taxes, and the value of money,...
Recent Posts
The Benefits of Starting a Financial Plan Early: Why February Is a Great Time to Begin
Why is Estate Planning Important for Everyone?
Strategies for Passing Wealth Without Creating Dependency
Tax Strategies for Wealth Accumulation: Tips You Can’t Ignore
Your 2024 Year-End Financial Planning Checklist
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Jerrí Hewett Miller CFP®, RICP, BFA
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WEALTH HORIZON INC.
Office: (770) 840-8440
Email: lynn@wealthhorizoninc.com
Email: dan@wealthhorizoninc.com
Email: jerrí@wealthhorizoninc.com
200 Ashford Center North, Suite 400
Atlanta, GA 30338