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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator shows how inflation over the years has impacted purchasing power.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Making smarter decisions about debt can help you reduce stress.
Imagine a retirement without having to worry about money? Well, it’s possible.
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Here’s a quick guide to checking to see if you have unclaimed money.
Check out this video to begin separating fact from fiction.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.