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2021 Five Star Wealth Manager Once Upon a Goal A New Way to Look at Your Bucket List
LPL Directors Club

LPL Directors Club

Craig J. Horvath recognized as one of LPL Financial's Top Financial Advisors

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Our Firm

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

Helpful Content

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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