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.
Blog
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.
Financial Considerations During a Divorce
This article discusses steps that parents can take to build wealth while raising a family.
Year-End Tax Planning Tips
You may be able to reduce your tax liability if you consider adopting these tax strategies before year’s end.
The Importance of Aligning Your Financial Plan with Your Personal Goals
Personal values play an essential role in many aspects of our lives and have become more prominent recently in how we think about and manage our finances.
Tax Related Identity Theft Crimes
Criminals are stealing taxpayers’ identities and committing tax-related crimes. There are steps you can take to keep your personal information protected.
How to avoid the wave of identity theft and fraud this Summer
Protecting your money has come a long way since the days when you bought groceries with a check that had your name, birthdate, Social Security number, and address printed in the top left corner.
Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
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Are you seeking the confidence to move forward?
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

