Next Horizon Wealth

09/09/2026

Some of our advisors recently traded the office for the golf course at the Bob Formica Memorial Golf Outing.

It was a great day to spend time together, connect with others and support a meaningful event. New Horizon Wealth was also proud to participate as a golf ball sponsor.

09/08/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

09/04/2026

Running into the long weekend! Have fun and be safe!

09/03/2026

Medicare can be one of the most important pieces of your retirement planning, but understanding your options isn't always straightforward.

If you're approaching Medicare eligibility or helping a loved one navigate the process, join us for our upcoming Understanding Medicare from A to D webinar.
https://bit.ly/4gOSi8g

08/28/2026

Life is full of transitions. At Next Horizon Wealth, we help families and business owners navigate important financial decisions with personalized financial planning, wealth management, retirement planning, and estate planning strategies.

No matter where you are today, having a plan can help you prepare for what's ahead and stay focused on the goals that matter most to you.
https://bit.ly/4qE2jcU

08/26/2026

Happy National Dog Day! Today is all about celebrating the four-legged family members who bring a little extra joy, personality and unconditional love into our lives.

Whether they’re joining you on a walk, keeping you company at home or making a surprise appearance at the office, dogs have a way of making every day better.

Give your pup an extra treat from us today!

08/25/2026

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

We can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.

08/24/2026

We're still not sure how much work gets done with Melo at the office, but morale is high.

08/21/2026

John had a pretty great seat at the Mets game earlier this week, but meeting Mr. Met may have been the real highlight!

A fun night at the ballpark, a packed crowd and a photo with one of New York’s most recognizable mascots. Hard to beat that!

Let’s go Mets!

08/20/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.