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Financial Fragmentation Series – Part 3: How to Avoid or Minimize Financial Fragmentation

This is the final post in our Financial Fragmentation blog series. To view the previous post in this series, please see here. Reviewing your financial plans and goals on a regular basis is especially important for successful financial planning. To finish our Financial Fragmentation blog series, we would like to … Read more »

Financial Fragmentation Series – Part 2: What Are the Consequences of Financial Fragmentation?

This post is part of our Financial Fragmentation blog series. To view the first post in the series, please see here. One of the most important functions of financial planning is to avoid making a big mistake. To continue our Financial Fragmentation blog series, following is a list of many … Read more »

Financial Fragmentation Series – Part 1: Is Your Planning Affected by Financial Fragmentation?

The term financial fragmentation suggests a lack of coordination among your various financial arrangements. Financial fragmentation occurs when financial strategies are not properly coordinated with one another and are not properly integrated with your goals and objectives. For example, how do your taxes impact your investment choices? How does your … Read more »

Employee Spotlight Series: Featuring Partner and Director of Investments Owen Murray

At Horizon Wealth Advisors, we are committed to helping our clients through a proactive and tailored approach. As part of our fiduciary commitment, we always put our clients first by working to gain a deep understanding of each client and their unique situation so that we can be effective as … Read more »

Owen Murray Shares Thoughts with Benzinga on the Potential Risks Associated with Day Trading

Day Trading, the act of buying and selling stocks on a daily basis to profit off of short-term fluctuations in share prices, has significantly risen in popularity over the course of this year as a result of the ongoing bull market that has occurred since March. Horizon Wealth Advisors’ Director … Read more »

IRS Releases 2021 Estate and Gift Tax Exclusion Limits

Estate and Gift Tax Limits for 2021 Have Increased Beginning in 2021, the lifetime estate and gift tax exclusion (which is indexed for inflation) will rise to $11.7 million, up from $11.58 million in 2020. This is the limit on tax-free wealth transfers during an individual’s lifetime or at death. … Read more »

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