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Stay informed about your financial health
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Navigating the Current Market Volatility: Strategies for Preserving and Growing Your Wealth
In recent months, market volatility has left many individuals feeling uneasy about their financial future. While fluctuations are a natural part of the investing landscape, understanding and effectively managing them is crucial for maintaining and growing your wealth.
With summer in full swing, it’s the perfect time to review and update your financial plan.
A midyear check-in is invaluable, offering the chance to spot and resolve any issues. Here are some helpful tips to ensure you’re on track for the rest of the year. 1. Review Your Budget: Take a moment to assess your current spending and make adjustments. Managing...
Key Provisions of the SECURE Act 2.0
We are one year into SECURE Act 2.0 (Act or 2.0), passed at the end of December 2022, and the opportunities and confusion continues. With more than 90 provisions that are being phased in over the next 10 years, It’s important to review the newly effective provisions...
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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