ABOUT US
Horizons Wealth Management provides Fee-Only financial services customized to meet each client’s unique needs. The result is unbiased financial advice from professionals who are committed to acting as a fiduciary in a client-centered relationship. We analyze all aspects of your finances to design a roadmap to help you reach your financial goals and provide you with peace of mind.
OUR LOCATIONS
ASHEVILLE:
82 Patton Ave., Suite 206
Asheville, NC 28801
828.337.9395
GREENVILLE:
220 North Main Street, Suite 500
Greenville, SC 29601
864.516.7501
Getting A Big Tax Refund Means You’re Doing It Wrong
/in Income Taxes, Tax Refunds, Taxes /by David HunterGetting a big tax refund feels good, but it means you essentially gave the government an interest-free loan. If we hate paying taxes, then why do we consistently overpay them, collectively lending Uncle Sam some $300 billion year after year—interest free? Read more here:
GOP Tax Plan Calculator
/in Economy, GOP Tax Plan, Income Taxes, Tax Calculator, Tax Deductions, Tax Refunds, Taxes, Taxes 2018, Trump Tax Plan /by David HunterHow will the Trump tax plan change YOUR taxes? Will the GOP tax plan lower your taxes or raise them? The House and Senate are expected to pass the final version of the tax bill this week, but polling shows that most Americans don’t expect the bill to benefit them. With this calculator, find out if that’s the case. The […]
What to Buy (and Skip) on Black Friday 2017
/in Black Friday Deals, Christmas Shopping /by David HunterIt’s the most wonderful time of the year for shoppers. With huge sales and steep savings at nearly every retailer, Black Friday — the day after Thanksgiving — has long been touted as one of the best times of the year for buying just about anything. But it won’t be all discounts and deals during […]
Social Security’s Full Retirement Age Will Rise in 2018
/in Retirement, Retirement Planning, Social Security /by David HunterThe arrival of 2018 will bring with it several changes on the Social Security front. This slow increase in the full retirement age presents a challenge now that Americans are living longer and saving less. If Social Security is important in your life — or the life of someone you love — you should know about some […]
9 Ways to Build Wealth in Your 50s
/in Building Wealth, Finances, Financial Freedom, Financial Goals, Financial Habits, Financial Planning, Retirement, Retirement Planning, Wealth Management /by David HunterMidlife is filled with challenges and opportunities. Yes, you might be in the thick of paying for college, but soon all those other costs that come with kids should be behind you—or so you hope. You’re also likely in your peak earning years and when you’re making the most is also when you should squirrel away […]
4 Post-Work Life Tips
/in Retirement, Retirement Planning, The Golden Years, Wealth Management /by David HunterHow to have a long and healthy retirement: It’s a time when we’re supposed to find happiness, but post-work life is often associated with severe health problems. Below are some tips to help you live long and prosper. Source: https://www.theguardian.com/lifeandstyle/2017/may/15/how-to-have-long-and-healthy-retirement
The ‘Disgusting’ Financial Practice Tony Robbins Wants You to Watch Out For
/in Fiduciary, Fiduciary Standard, Finances /by David HunterIt sounds simple enough: Make an investment adviser put the interests of his or her clients ahead of his own. But the rollout of the so-called fiduciary rule, approved by the Department of Labor during the Obama administration, continues to be delayed, as it faces fierce opposition from the financial industry. For author and business strategist […]
Test Your Retirement IQ
/in Retirement, Retirement Planning /by David HunterWhat’s the biggest threat to a comfortable retirement? Ignorance. The decisions you make leading up to retirement, including how much to save, how to allocate your investments, when to take Social Security and how to anticipate your retirement expenses can make a big difference in your old age. And the decisions don’t stop on day […]
How Much Money You Need To Save Each Day To Become A Millionaire By Age 65
/in Building Wealth, Finances, Financial Freedom, Financial Goals, Financial Habits, Financial Planning, Retirement Planning /by David HunterBecoming rich is nothing more than a matter of committing and sticking to a systematic savings and investment plan. If you want to get rich, start investing- and start as early as you possibly can. To illustrate the simplicity of building wealth over time, Bach created a chart detailing how much money you need to […]
Tony Robbins’ 10 Tips for Living Rich
/in Building Wealth, Financial Freedom, Financial Goals, Financial Habits, Financial Planning /by David HunterIf you want to be happy, but you’re having a tough time in life due to personal or financial issues, it’s important to take whatever steps possible — even small ones — to progress and grow. This best-selling author’s advice has been featured prominently in magazines, digital media and in national televised media. He travels […]