Articles By Dave Mello

Dave Mello is the founder and President of Horizon Retirement Advisors, LLC.“My greatest joy as an Elder Planning Advisor and Mature Asset Specialist is to see my clients living a comfortable and secure retirement free from financial threats. Many Seniors seek advice amidst a sudden catastrophic loss that costs them their life savings and threatens their assets. Others have witnessed these dangers and, with my help, we’re able to avoid it.” Dave MelloWhether you are concerned about outliving your retirement, paying too much Social Security tax, protecting yourself from nursing home “spend-down” or preserving your assets for future generations, please use me as a trusted source.I am passionate about the work I do with Seniors, and my goal is to educate and inform my clients so they feel confident in the decisions that will shape their future.”
September 18, 2023

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Annuities are financial contracts provided by insurance institutions that can guarantee steady income in retirement. This makes them an essential part of financial planning for many retirees. By allowing individuals. . .

March 14, 2023

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Will the stock market volatility reduce your retirement funds? Saving for retirement can be daunting, but securing your future financial stability is essential. The market can be unpredictable, with sudden. . .

August 29, 2019

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Most of our Veterans and their widows are unaware of all the benefits that are available to them through the Veterans Administration. Nearly two million Veterans or their widows are. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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