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On The Horizon Blog

The financial planning and investment landscape changes at a dizzying speed – and often with conflicting messages. Read our team of specialists’ advice on saving, spending, investing, retirement, taxes, giving and more to help you enjoy a full life.

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Communication is Key to a Family Business

It is has been said that 70% of family-owned businesses do not make it past the second generation and 90% do not make it past the third.  Why does that happen?  Is it because the product or service becomes outdated or that new competition arrives?  Most often, it comes down to a lack of communication. […]

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March Madness and Mad Money

The season is upon us.  Countless hours will be spent (or wasted) across corporate America trying to figure out the NCAA basketball tournament bracket.  Some will do extensive research, dig into analytics, look at what teams the professionals are picking, and figure out their best bang for the buck with their own scoring system.  Others […]

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When I Do Becomes I Don’t: Five Strategies for a Financially Responsible Divorce

Divorce is likely one of the hardest thing you will live through. You may have to make more decisions with your spouse trying to get divorced than you might have made in the next 10 years of marriage.  With every decision having significant financial, legal, relational and emotional impact, it often becomes a series of […]

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Tips to Protect and Prevent Identity Theft

Identity theft and leaking of personal information has become increasingly widespread over the last few years. According to IBM, more than one billion records containing personally identifiable information were leaked in 2014 alone. Threats are constant, from your medical records, to tax refunds, to giant corporations being hacked (Target, Anthem, etc…). Unfortunately, these days becoming […]

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The Financially Responsible Woman: Five Strategies for a Full Life

I have had the good fortune to help hundreds of women make sound financial decisions over the past 20 years.  Many are happily married, others divorced or widowed, and some have chosen to be single.  From all of these experiences helping women navigate life’s joys and challenges, I have learned there are five key strategies every Financially Responsible Woman […]

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