December Is Identity Theft Protection Awareness Month
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
Recognizing and Protecting Yourself from Common Scams
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.
2022 Annual Client Update Replay
Thank you to everyone who tuned into our (Virtual) Annual Client Update on Saturday October 8th, 2022! If you didn't have the chance to watch live or would like to watch it again, the video is embedded in this post!
What the Inflation Reduction Act Means for Your Portfolio
This week President Biden signed the Inflation Reduction Act of 2022 into law. In this post, Chief Investment Officer Ken Blazick outlines the provisions included in the new legislation and what the potential impact on clients' portfolios will be.
Horizon Financial Client Reviews
Client reviews are important to making sure you are on track to achieving your financial goals. In this blog, Advisor Carrie Sigler lists the information we ask clients to bring to their reviews to make sure they are the best meetings they can be!
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider
Paying off your children's student loan debts may help set them up for success, but is it the right decision for you? Here are some things to consider first.