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Stay informed about your financial health
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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,...
Tax Strategies for Wealth Accumulation: Tips You Can’t Ignore
One of our primary goals is to help our clients retain more of their earnings and grow their investments. One of the most effective ways to achieve this is through smart tax strategies. Understanding and implementing these strategies can significantly impact wealth...
Your 2024 Year-End Financial Planning Checklist
As the year winds down, it’s the perfect time to review your financial plans and make any final adjustments. Small steps now can lead to a stronger financial outlook in 2025 and beyond. Here’s a checklist to help you stay on course: 1. Review Your Investment...
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Strategies for Passing Wealth Without Creating Dependency
Tax Strategies for Wealth Accumulation: Tips You Can’t Ignore
Your 2024 Year-End Financial Planning Checklist
Strategic Philanthropy: Maximizing Impact and Tax Benefits
Navigating the Current Market Volatility: Strategies for Preserving and Growing Your Wealth
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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