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...
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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...
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...
Cyber Security Best Practices
Unfortunately, in today’s digital world, fraud, identity theft, and online scams that target your finances pose significant challenges for us all. However, armed with knowledge, vigilance, and a healthy dose of caution, you can minimize risks and stay safe online....
“MY” MONEY‚— OR “OUR” MONEY?
Some couples face a difficult (and sometimes awkward) question when they decide tie the knot: Should they combine their finances, keep them separate, or do a little of both?
Procrastination Is the Biggest Barrier to Estate Planning
The pandemic raised awareness about the importance of having a will, living trust, and other end-of-life documents. Still, only one in three American adults actually have a will or living trust.
Managing Risk With Diversification
Diversification is a fundamental aspect of risk management and plays a critical role in building an investment portfolio. When you first considered investing, it probably seemed like a good idea to focus heavily on what worked best for you from the beginning. If...
Beyond Retirement: Consider Your Other Goals
Retirement savings isn’t the only financial goal you should consider in your lifetime. There are other milestones that you ought to take into account as well.
Wealth Building Strategies While Raising a Family
Raising a family is rewarding─and expensive.
How the Change in Retirement Laws Will Affect You
Six Key Takeaways From the SECURE Act 2.0.
Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
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Schedule some time with us to talk and see if we’re a good fit for each other.
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
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

