If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
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Pay Yourself First
Horizon Wealth Group, LLC
October 9 at 8:42 AM ·
When was the last time you paid yourself first?
Horizon Wealth Group, LLC
October 9 at 8:42 AM ·
When was the last time you paid yourself first?
When was the last time you paid yourself first?
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Pay Yourself First
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
HORIZONWEALTHGROUP.COM
Social Security: Maximizing Benefits
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
How much do you know about stocks?
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How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
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How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
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How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
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How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
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How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
HORIZONWEALTHGROUP.COM
A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
HORIZONWEALTHGROUP.COM
How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
HORIZONWEALTHGROUP.COM
A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
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How Stocks Work
There are many factors to consider before tapping retirement money to pay for college.
HORIZONWEALTHGROUP.COM
Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
HORIZONWEALTHGROUP.COM
How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
HORIZONWEALTHGROUP.COM
A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
HORIZONWEALTHGROUP.COM
Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
HORIZONWEALTHGROUP.COM
How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
HORIZONWEALTHGROUP.COM
A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
HORIZONWEALTHGROUP.COM
Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
HORIZONWEALTHGROUP.COM
Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
HORIZONWEALTHGROUP.COM
How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
HORIZONWEALTHGROUP.COM
Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
HORIZONWEALTHGROUP.COM
Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
HORIZONWEALTHGROUP.COM
A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
HORIZONWEALTHGROUP.COM
Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
HORIZONWEALTHGROUP.COM
Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
HORIZONWEALTHGROUP.COM
How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
HORIZONWEALTHGROUP.COM
Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
HORIZONWEALTHGROUP.COM
Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
HORIZONWEALTHGROUP.COM
A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
HORIZONWEALTHGROUP.COM
Monthly Market Insights | January 2021
There are many factors to consider before tapping retirement money to pay for college.
HORIZONWEALTHGROUP.COM
Should You Tap Retirement Savings to Fund College?
How much do you know about stocks?
HORIZONWEALTHGROUP.COM
How Stocks Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
HORIZONWEALTHGROUP.COM
Tax Deductions You Won't Believe
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
HORIZONWEALTHGROUP.COM
Estate Management Checklist
Have a kid heading off to college? Here are a few tips.
HORIZONWEALTHGROUP.COM
A Cheat Sheet for Sending Your Kid to College
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
HORIZONWEALTHGROUP.COM
Monthly Market Insights | January 2021