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!

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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