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 Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
There are common mistakes you can avoid when saving for retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.