The Horizon

What You Need To Know About 2 Special Needs Trusts

By Jonathan Peyton | Oct 11, 2017

If you have ever planned for an important event in the future like a birthday, vacation, or wedding, then you know there are plenty of things that...

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Protecting Your Family’s Wealth With A Special Needs Trust

By Jonathan Peyton | Oct 04, 2017

When we think about planning for the future, we usually think about what we are going to have for dinner, or what we are going to do this...

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Is It Time For A 55+ Community?

By HRWM | Sep 22, 2017

As the saying goes, where did the time go?  

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Is Long Term Care Insurance Right For You?

By Jonathan Peyton | Sep 15, 2017

How many of you have actually thought about your final years?  If you are like most people, then you probably haven't.  It's understandable; you...

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Equifax Security Breach Threatens Seniors

By Jonathan Peyton | Sep 13, 2017

Late last week Equifax announced they had recently experienced a major data breach of financial information affecting approximately 143 million...

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What To Consider When Building A Senior Care Team

By Jonathan Peyton | Sep 08, 2017

For decades you have lived an amazing life.  You have seen so many memorable things, and arguably, participated in writing history.  You have...

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Parent Care: It's Time To Have The Talk

By Jonathan Peyton | Sep 06, 2017

Asking you to plan for your future is pretty hard.  There are esoteric goals to outline, numbers to crunch, and a few headaches to look forward...

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What's The Right Question Your Planner Should Ask You?

By Jonathan Peyton | Aug 23, 2017

Too often I have spoken with investors who want to understand how their portfolios are allocated, how they are performing, if they should make any...

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Stock Picking Service or Model Portfolios: Which Strategy Suits You?

By Jonathan Peyton | Aug 18, 2017

For decades there has been a belief that stock brokers could pick some of the best untapped, undervalued stocks in the equity markets.  Prior to...

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The Death Of Robo Advisors

By Jonathan Peyton | Aug 16, 2017

Imagine it is 2007 and your portfolio growth is beginning to slow.  You have no reason to believe your account balances will drop over the coming...

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