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Portfolio Compass
“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...
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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

