Taking a moment to honor the leaders who’ve shaped our history. We’ll be closed today for Presidents Day, February 17th, but we’ll be back to help lead you toward your financial future tomorrow! ??? #PresidentsDay #Leadership #HorterInvestments #HolidayBreak #InvestInYourFuture
关于我们
Our founder, Drew Horter, began in the financial industry in the 1980s, leading to the establishment of Horter Investment Management in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern roots. At Horter, we don’t just manage your retirement — we design, integrate, and coordinate every aspect of your financial life. As your Architect for Financial Success, we ensure that every piece of your financial puzzle fits together, creating a cohesive strategy that’s built for your unique needs. We understand that navigating your financial future can be overwhelming. That's why we focus on simplifying the complexities of your financial life, transforming scattered information and multiple advisors into a clear, cohesive strategy. Our team of experts takes care of every detail, so you can have peace of mind knowing that your financial journey is well-coordinated and aligned with your goals. Discover how we make financial clarity a reality.
- 网站
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https://www.horterinvestment.com
Horter Investment Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Cincinnati，Ohio
- 类型
- 私人持股
- 领域
- Retirement Planning、Wealth Management、Financial Advisor Training、Financial Planning和Generational Planning
地点
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主要
获取路线
National Headquarters
11726 Seven Gables
US，Ohio，Cincinnati，45249
Horter Investment Management员工
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Tom Mishoe ?? CPA, IAR, MBA, CMA ?? The Tax Reduction Doctor
I help successful business owners legally reduce their taxes, often by 60% or more (or even eliminate), with customized tax strategies, and redirect…
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Thomas F. Bennett CFP? CLU? CRPC?
Independent Financial Planner, Managing Director Horter Investment Management LLC
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Drew K. Horter
Founder and CEO of Horter Investment Management and Tactical Fund Advisors, LLC
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Mike Snasel
Investment Advisor Representative at LifePro Asset Management
动态
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?? New 401(k) Contribution Limits for 2025! ?? Big news for retirement savers! In 2025, the 401(k) contribution limit jumps to $23,500, with an additional $7,500 catch-up for those 50+. But here’s the game-changer: If you're 60-63, you can now contribute up to $11,250 extra, bringing your total to $34,750! Don’t leave money on the table—maximize your retirement savings! ???? #RetirementSavings #401k #CatchUpContributions #FinancialPlanning #HorterInvestmentManagement #HIM
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??Understanding Full Retirement Age (FRA) is key to optimizing Social Security benefits. FRA is the age at which you can claim 100% of your benefits, and it increases by two months per year for those born after 1954. For example, FRA is 66 years and 8 months for those born in 1958 and 66 years and 10 months for those born in 1959. People born in 1960 or later will have an FRA of 67. You can start claiming benefits as early as age 62, but this results in a permanent reduction of up to 30%. Alternatively, delaying benefits past FRA can earn an 8% increase per year, up to age 70. Strategic planning can maximize retirement income. #SocialSecurity #RetirementPlanning #FinancialAdvice #FRA
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We’re grateful for our continued partnership with Sycamore Schools! It's been an amazing experience working together to provide a supportive space for their students and staff. Here's to many more collaborations ahead! Sycamore Community Schools #CommunityPartnership #SycamoreSchools #StrongerTogether
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In observance of Martin Luther King Jr. Day, Horter Investment Management will be closed on January 20th. We honor his legacy of courage, equality, and service to others. Let’s continue to strive for positive change. ???????? #MLKDay #BuildingTheFuture
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?? 2025 Social Security COLA: What It Means for You ?? The 2025 COLA will be 2.5%, which is the lowest adjustment since 2021. For example, the average spouse of a retired worker collects around $909/ month from Social Secuity, as of November 2024. That amounts to a raise of around $23 a month. While the COLA is smaller than recent years, the slower inflation (CPI increase of 2.7% in Nov 2024 vs. 9.1% in 2022) is a positive shift. This means costs aren’t rising as quickly, which could help your budget more than the COLA itself. ?? Takeaway: A smaller COLA may be disappointing, but slowing inflation is a win for your purchasing power. #SocialSecurity #COLA2025 #Inflation #Retirement #Finance
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Wishing you a prosperous and successful New Year! As we step into 2024, may it bring new opportunities for growth, smart investments, and financial security. Let’s work together to make this year a successful one for your financial future. Here’s to a bright year ahead! ? #HappyNewYear #InvestmentSuccess #FinancialGrowth #NewYearNewOpportunities
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From everyone at Horter Invesment Management, we wish you a Merry Christmas. May your holiday season be filled with joy and peace. Thank you for allowing us to be part of your financial journey. ? #MerryChristmas #ChristmasDay #HorterInvestmentManagement #HIM
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As the holiday season draws near, we want to take a moment to wish you a joyful and peaceful time with family and friends! ??? While you’re enjoying the season, we’re here to help you build a brighter financial future in the year ahead. Here’s to continued growth, prosperity, and success in 2024! #HappyHolidays #InvestmentGoals #FinancialGrowth #ProsperityAhead #NewYearNewOpportunities
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We’re so grateful to everyone who joined us at last week’s Social Security seminar! ?? Your participation and engagement made it a truly valuable event. We're excited to have helped you gain insights into maximizing your benefits and planning for a secure future. Thank you for being part of our community! We look forward to continuing the conversation and supporting your financial goals. ??? #SocialSecurity #Grateful #FinancialEducation #SeminarSuccess #FinancialPlanning #CommunitySupport
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