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.
Helpful Content
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.