With a spirit of deep gratitude, we will spend this Thanksgiving reflecting upon all the blessings the past twenty-three years have held for us here at Horizon Wealth Advisors. While we remain focused on our business and our fiduciary...
关于我们
Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in 1999. We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations. Our best clients are those who are interested in developing a long and productive relationship with a stable and trustworthy advisor. At Horizon, we focus on developing a deep and personal understanding of our clients, allowing us to be very proactive and responsive to their unique needs. We understand each client’s total financial picture and are in a unique position to play a coordinating role with their other advisors. Our recommendations are independent, objective, and based solely on what is best for our clients.
- 网站
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https://www.horizon-advisors.com
Horizon Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Houston，TX
- 类型
- 私人持股
- 创立
- 1999
- 领域
- wealth management、fee-only financial advice、investment management、financial planning、retirement planning、estate planning、education planning、charitable planning和tax-aware investing
地点
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主要
获取路线
2603 Augusta Drive, Suite 1400
US，TX，Houston，77057
Horizon Wealth Advisors员工
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Owen Murray, CFA
Partner / Dir. of Investments
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Brad Hughes, CRPC?
Financial Planner
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Maria Perez-Huff
Multifaceted Professional with over 25 Years of Experience | Office Manager, Finance | Membership Engagement & Communications Manager, Nonprofit
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Colin Lee, CFP?
Partner, Director of Financial Planning at Horizon Wealth Advisors
动态
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?? When was the last time you checked on your retirement contributions for the year? Here’s a must-do year-end retirement checklist: 1?? Contribution Limits: For 2024, you can contribute up to $23,000 to most company retirement plans. 2?? Catch-Up Contributions: If you’re 50 or older, you can contribute an additional $7,500. 3?? Understand Employer Matches: Don’t miss out on employer matches. Some consider the employer match to a retirement plan a key part of an overall compensation package. 4?? Required Minimum Distributions (RMDs): If you’re 73 or older, remember to follow your RMD guidelines. 5?? What about a Roth IRA? To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59?. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner’s death. The original Roth IRA owner is not required to take minimum annual withdrawals. Take the time to review your retirement accounts—it can make a big difference in the long run. #RetirementStrategy #YearEndReview
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America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving...
Year-End Giving Strategies: Maximizing Your Impact
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