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New Horizons understands that Upper Middle Class Families face very unique challenges that can affect long-term financial success. These challenges involve trying to answer where your current savings and investment path will lead you, how you can best utilize social security and pension resources, and how you can protect your assets today, while still maximizing what you leave to future generations.

Because over 90% of our clients are Upper Middle Class Families with your similar concerns, we have a staff that has accumulated extensive experience in handling these challenges and the technology and tools you need to thrive in your financial life.

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For some, the social impact of investing is just as important as the return, perhaps more important.

Understanding how capital gains are taxed may help you refine your investment strategies.

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China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

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

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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This calculator can help you estimate how much you should be saving for college.

Enter various payment options and determine how long it may take to pay off a credit card.

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

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

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

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The importance of life insurance, how it works, and how much coverage you need.

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A special needs trust helps care for a special needs child when you’re gone.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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It's easy to let investments accumulate like old receipts in a junk drawer.

Here is a quick history of the Federal Reserve and an overview of what it does.

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