Horizon Financial Resources-----Seeing you into the future
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Horizon Financial Resources, LLC is an independent financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering a professional level of personalized service and a wealth of experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please email tobrien@horizonfn.com or call 641-332-2355. We look forward to hearing from you.
Newsletters
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Do You Have Enough Life Insurance?
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.