Stay informed about your
financial health
Stay informed about your financial health
Blog
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...
Peering into 2024
What are we expecting from the markets in 2024? Let’s take a look. Expect surprises. No one can accurately see into the future. As we saw in 2023, expect the unexpected. We believe that having a diversified portfolio is the best way to protect yourself against market...
Why an Estate Plan is a Crucial Piece of Your Financial Plan
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. While we encourage you to sit down with a legal professional, we also want to provide some...
Work with Certified Industry Professional
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