The Horizon

Divorce Financial Planning vs Traditional Financial Planning

Dec 2, 2017
It’s over.  The process is complete.  You are now divorced.  What do you do next?  Outside of the potential celebration, it is time to get to work.  You have to make up for lost time...

Divorce: What To Consider If You Have a Special Needs Child

Dec 2, 2017
Divorce is a scary endeavor filled with emotions, memories, and potentially a lot of fighting over how to split years worth of “stuff”.  However, divorcing with a special needs child is an entirely different level...

What To Consider When Building A Senior Care Team

Dec 2, 2017
For decades you have lived an amazing life.  You have seen so many memorable things, and arguably, participated in writing history.  You have lived a life that only others your age can truly appreciate, and...

Is It Time For A 55+ Community?

By: HRWM
Dec 2, 2017
As the saying goes, where did the time go? Isn’t it funny that when we were freshman in High School we couldn’t wait to be Seniors’.  Then in college we strived to make it to...

Tax Planning for Special Needs Families

Dec 2, 2017
Special Needs Planning involves many layers, one of which is managing the finances of those with special needs.  A guardian of the estate, power of attorney for financial management, or trustee of a special needs...

Is Long Term Care Insurance Right For You?

Dec 2, 2017
How many of you have actually thought about your final years?  If you are like most people, then you probably haven’t.  It’s understandable; you are juggling so many things that your focus is probably on...

The ‘Special Needs Team’ – Who Should Be Included?

Dec 2, 2017
Special Needs planning can be an intense process that requires the coordination of multiple individuals to work together.  In many cases the ‘Special Needs Team’ is considered to be family, friends, the special needs counselor,...

Protecting Your Family’s Wealth With A Special Needs Trust

Dec 2, 2017
When we think about planning for the future, we usually think about what we are going to have for dinner, or what we are going to do this weekend.  In some cases, certain individuals think...

What You Need To Know About 2 Special Needs Trusts

Dec 2, 2017
If you have ever planned for an important event in the future like a birthday, vacation, or wedding, then you know there are plenty of things that can go right, and plenty that can go...

Life After Divorce: Where Do You Begin?

By: HRWM
Dec 1, 2017
The prospect of divorce can be terrifying for multiple reasons.  The financial fears   associated with divorce can quickly become overwhelming, or downright impossible to overcome, when you think about trying to start over with...

Ready for a Financial Checkup?

Schedule your complimentary 45 minute financial review session today.