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Portfolio Compass
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....
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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