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The Tax Cuts and Jobs Act, which became law last year, is just beginning to affect taxpayers with the filing of 2018 tax returns, and many may be pleasantly surprised at the impact these changes will have. Our limited experience thus far suggests that for many taxpayers, these changes may … Read more »
In a recent Washington Post story, columnist Liz Weston describes, “What good financial advice looks like.” Her article begins, “Good financial advice can help you achieve your life goals. Bad financial advice can cost you a fortune and leave you worse off than if you had tried to go it … Read more »
For many of our clients, a lifetime of professional success combined with diligent saving and investing can lead to an interesting and desirable problem; they have much more money than they need in order to enjoy a comfortable retirement. This situation can create two concerns, the first is their desire … Read more »
Many families could not continue their lifestyle if one of their sources of income was suddenly taken away. In the event of a disability, you would not only lose income and interrupt savings plans for retirement, but you would need to support the disabled family member for an unknown period of … Read more »
We have written before on the Department of Labor (DOL) fiduciary rule, which was proposed by the Obama administration to increase transparency and investor protection. This rule was intended to require all investment advisors to be subject to a fiduciary duty, putting clients’ interests before the interests of the advisor … Read more »
If you were to die and your family faced the loss of both you and your income, would they be able to get by financially? Depending on your other financial resources, life insurance may be an important addition to a comprehensive financial plan. Importance of Life Insurance The need for … Read more »
One of the challenges successful young professionals face when planning for their financial future is deciding the best ways to use their extra cash to save, invest, and pay down debts. New savers have worked hard and are beginning to realize the financial benefits of their professional success, but are … Read more »
Horizon’s director of investments, Owen Murray, contributed to a recent article for usnews.com. Author Wayne Duggan provides some important guidance in his article titled, Red Flags to Watch for When Choosing a Financial Advisor. Owen suggests that clients should be wary of any advisor who begins a conversation by discussing … Read more »
It’s no secret that attending college is expensive and that education costs are rising quickly. The rate at which college expenses have increased is astonishing and many parents of young children don’t fully realize the enormous cost that lies ahead. How Much Does College Cost? The current annual cost of attending … Read more »
As we’ve mentioned in a previous note, the Department of Labor (DOL) released new rules last year requiring all financial advisors to follow a “fiduciary standard” when offering investment advice related to retirement accounts. Investors continue to be confused about the responsibilities that their advisor may have while guiding them in their … Read more »
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