Retirement Planning: 8 Reasons You Should Care
BY Kendal Blunck | September 3, 2023For many, the thought of retirement conjures up images of leisurely days, vacations, and quality time with family. Yet, beneath the surface of these delightful aspirations lies the backbone of it all: retirement planning. Beyond just a process, it's the bedrock of financial security in our golden years. For those keen on wealth protection, understanding…
We are Thankful for YOU!
BY Kendal Blunck | December 3, 2021As we reflect back on the year, we are grateful for the challenges and growth that we all have gone through this year, our personal lives, business, and relationships have matured through education and increased understanding, sadness and sorrow, love, economic and financial changes. Through it all, we have each had marvelous and exciting experiences!…
New Capital Gains Tax Causing Money Shuffle
BY Kendal Blunck | December 1, 2021Many wealthy investors are selling their stocks, company shares and other capital gain assets to avoid some of the upcoming capital gains tax. Personal finance experts are taking a hard look at the new tax laws that are coming down the pipe across the country, especially in California or Washington and encouraging moves into other…
Diversify Retirement Portfolio with a Self-Directed IRA
BY Kendal Blunck | July 3, 2018Our mission at Horizon Trust Company is to provide education on the power of Self Directed IRAs (SDIRA), to empower investors who are interested in diversifying their portfolios and gaining tax-free investment freedom. We pride ourselves on our customer service and strive to over-deliver to our client base. We stress timeliness, quality, and professionalism. Our client’s success is our success,…
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