Ensure your hard-earned assets pass on to your loved ones with ease by keeping beneficiaries updated on your accounts. Learn the importance of beneficiary designations, types of accounts, and the crucial differences between primary and contingent beneficiaries in our latest blog post.
New tax regulations on vacant or underused properties in Canada are impacting American property owners. Learn about the Underused Housing Tax Form, exemptions, and how to begin to navigate these changes.
On April 3rd, 2023, financial advisor Carrie Sigler hosted her informative webinar, "Getting Your House in Order," empowering clients to achieve greater peace of mind by organizing their finances and household affairs. In this insightful presentation, Carrie shared her easy-to-implement filing system, along with invaluable tips gleaned from years of experience with Horizon Financial clients. If you missed the live event or need a refresher, don't worry – we've got you covered! Access the webinar replay and slide deck right here to get begin getting your house in order today.
What happened to Silicon Valley Bank? This blog post provides a brief explanation of what happened last week and our Investment Policy Committee's view on the whether there will be larger impacts caused by SVB's failure.
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
A recent study found that 1-in-10 US adults fall victim to a scam or a fraud every year, and 1-in-5 of those adults are aged 65 or older. This blog post will outline some of the more common tactics utilized by scammers today, and give brief explanations of each so you can be aware of them. Later you will find tips that we feel can help either prevent a scheme taking place or help if you ever find yourself in a scenario like the ones being described.