Horizon Wealth Strategies, LLC

02/23/2026

CEOs can learn surprising succession planning lessons from the Grateful Dead. Explore how their unique approach to leadership can inspire your strategy.

Bandmates John Mayer and Bob Weir—with a 30-year age gap—show business leaders how effective succession works.

02/19/2026

Thinking about downsizing for retirement? From affordability to lifestyle goals, there’s a lot to consider. Explore this guide to see if it’s the right move for you…

Downsizing in retirement can save money, but it also means less space. Learn the pros and cons of retirement downsizing—and your housing options!

02/16/2026

: “The difference between a stumbling block and a stepping stone is how high you raise your foot.” – Benny Lewis

02/12/2026

Here are some tips small businesses might consider on helping to boost revenues in uneven economic times…

Revene concerns and lingering inflation worries remain top challenges small businesses, including Black entrepreneurs, are now facing.

01/30/2026

If you're caring for both aging parents and your kids, you're in the 'Sandwich Generation.' Here are five tips to help ease the financial stress.

Learn how to navigate helping to pay for your aging parents' and your children's expenses.

01/26/2026

Caring for an aging loved one can be overwhelming, but geriatric care managers can help. They advocate for older adults and support caregivers through the process.

Aging care professionals provide advocacy, guidance

01/23/2026

We are thrilled to join forces with Cornerstone Planning Group!

We’re continuing our commitment to planning-led, education-driven financial advice — now with the added strength of Cornerstone’s independent platform and support. This partnership helps us serve clients even better while staying true to our values of integrity, continuity, and personalized care.

Our team will keep operating under the Horizon Wealth Strategies name, bringing trusted financial guidance to clients nationwide, backed by new resources and growth opportunities.

Former NYL-affiliated Horizon Wealth Strategies joins Cornerstone Planning Group, continuing its planning-led, education-driven approach

01/22/2026

Wondering what to do with your 401(k) in a volatile market? Here’s how to navigate the ups and downs and protect your retirement savings.

For individual investors, the quick-turn global rout in stocks on Monday was unsettling, despite news Tuesday that stocks staged a rally.

01/19/2026

What's in Trump's big tax bill? Here's what you need to know…

But the tax cut package that passed the U.S. House and President Trump has dubbed the "big, beautiful bill" may change before it becomes law.

01/15/2026

Retirement is becoming harder to achieve, and women often have less saved than men. Explore the gender gap and its impact on the future of retirement.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

01/13/2026

Your Horizon Wealth Strategies Advisor team!