Newman Financial Services

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

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

Car Affordability

How much can you afford to pay for a car?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

HOT TOPIC: Is a Strong Dollar Good for the U.S. Economy?

Understanding the rising U.S. dollar and its potential effect on the economy, consumers, and investors.

Too Good to Be True?

Knowing what to look for could help investors guard against common types of fraud such as pyramid schemes and affinity fraud.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

HOT TOPIC: Global Static: Geopolitics and U.S. Markets

A look at recent international geopolitical situations and whether they could have a long-term effect on U.S. markets.

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