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What's Your Risk Number?

Knowing your risk number closes the gap between how you should be investing your money and how you actually are. Take this fun, short quiz built on Nobel-prize winning research from Riskalyze® today and discover your appetite for risk.

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"The Confidence to Move Forward"

We're here to help you transition into a new phase of life. Whether you want to retire on time or have experienced a divorce or loss of a spouse, we'll help you move forward with confidence.

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Sound Advice From a CFP®

A 20+ year veteran of the financial services industry, Jerri Hewett Miller is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Divorce Practitioner, and is actively involved in the Gwinnett County community.

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Welcome home to Wealth Horizon.

Give us a call. Come on over. Have a seat in our living room. Our appointments will feel like conversations with a close friend (who knows a lot about how to manage money). Our goal is not just to take care of your money, but to help you feel secure, confident and empowered through all of life’s transitions.

We’ll show you how money is a tool that, when used wisely, can expand your sense of independence and well-being. Whether you’re looking for help planning your financial future or navigating life transitions, together we will find the path forward for your situation.

Helpful Content

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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