New Heights Wealth Management
Whether it's your wealth or your health...your business or your life, we all strive for New Heights!
Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. A financial advisor plays a central role in addressing your specific financial needs and concerns, and can provide a lifetime of guidance as well.
It is never too early or late to take control of your financial future, and there is no better time than now to set an appointment with a financial advisor. With offices in Houston and Dallas, we are able to serve clients throughout the state.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Don't let procrastination keep you from pursuing your financial dreams and goals.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.