For over 25 years, Horvath Planning & Wealth Management has provided comprehensive financial advice and an impressive depth of experience in financial planning, investment planning, insurance, and estate planning for individuals, families and business owners.
Whether you are looking to pursue a higher purpose for your wealth or design a lasting legacy for you and your family, our team of tenured and credentialed industry specialists offer a vast network of service providers, investment strategies and a passion for serving you.
Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.
Working as fiduciaries to our advisory clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we and our industry have and the personalized work we do for the people we serve.
"People don't really care how much you know, until they know how much you care"
- JOHN MAXWELL
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Marriage changes everything, including your insurance needs.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Healthy habits are one of the greatest gifts to give your child.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bucket lists don’t have to be for tomorrow.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.