Retirement is often seen as a time of freedom and enjoyment, but for many, it comes with worries about health, finances, and the unknown. According to the 2024 Transamerica Retirement Survey, 37% of retirees associate this stage with concerns like “health decline” and “insecurity,” while nearly a quarter report feeling anxious or depressed. A well-thought-out financial plan can help bring clarity and confidence to your retirement years. Let’s create a strategy that supports your vision for the future—both financially and emotionally. #RetirementPlanning #FinancialConfidence
关于我们
There is nothing more personal or important than an individual’s or a family’s financial well-being. That is why at Wealth Horizon we provide our clients with something that is rarely found these days – the hands-on guidance and professional expertise of the principal. By doing this, Wealth Horizon is able to build help clients’ confidence to move forward – regardless of circumstances – whether it be personal life stage events or changes in the economy. Also unique is our depth of services and resources combined with an objective perspective on investment options. As an independent firm, our unbiased view allows us to identify the ideal investment to help our clients’ reach their personal ‘wealth horizon’.
- 网站
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http://www.wealthhorizoninc.com
Wealth Horizon Inc.的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 类型
- 自有
- 创立
- 1998
- 领域
- We empower our clients with the confidence to move forward toward their own wealth horizon. Our experience和knowledge and commitment to excellence in service define our value as leaders in this process.
地点
Wealth Horizon Inc.员工
动态
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Estate planning isn’t just for retirees—it’s for anyone who wants to protect their legacy. A solid plan ensures your assets are distributed according to your wishes while minimizing taxes for your loved ones. Let's make sure you've taken control of your future your way. #EstatePlanning
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Lifestyle inflation happens when spending rises alongside income—often without us even realizing it. Dining at fancier restaurants, upgrading gadgets, or moving into a bigger home may feel like progress, but unchecked spending can slow financial growth, even for high earners. The key? Finding balance. Enjoy your success while making intentional choices that support long-term financial freedom. Small shifts in mindset and spending habits can make all the difference. #WealthBuilding #FinancialFreedom
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Tax season isn’t just busy for filers—it’s prime time for scammers, too. In 2024, Americans lost $9.1 billion to tax and financial fraud, according to the IRS. One of the biggest red flags? Urgent messages claiming to be from the IRS or tax prep companies. Remember, legitimate agencies won’t pressure you via phone, email, or text. Stay alert and safeguard your information. #taxseason #cybersecurity
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Despite ongoing inflation and high interest rates, it’s been positive to see more people managing to grow their emergency funds over the past year. A strong financial cushion is essential—the suggestion is saving at least six months' worth of expenses, or even more if you're the sole provider or self-employed. How’s your emergency fund looking? #FinancialPlanning https://lnkd.in/den9ygkn