Paul Newton

Create Your Future Today.
Preserve What You Have Already Built.

It is never too late to plan for your future

But many people put it off because investment planning seems such a daunting task. There are too many choices and who can I trust to guide me? When wealth management is done right, it can be exciting and empowering. With the help of a skilled financial planner who is interested in your specific needs and knowledgeable about all of the choices, you direct your own destiny.

Paul Newton will help you safe keep not only your home and possessions but also the people in your life with whom you wish to share your future and your legacy.

I am a professional financial specialist who focuses on assisting people just like you in designing their preferred lifestyle, for now and for their retirement years. Take a look at the products and services our firm provides, including securities brokerage services, insurance, tax preparation and e-filing, and retirement account management, and call us for a free, no-obligation consultation today!
Calculators

Car Affordability

How much can you afford to pay for a car?

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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