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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Investors as Corporate Citizens

Sustainability has become a fundamental business goal for many corporations throughout the world, driven in part by investors.

Energy Update: Natural Gas Boom

The potential implications of how shifts in energy production, consumption, and policy could affect supplies and prices in the future.

A Will to Help Your Children

This article explains the importance of a will, and why families who have children with special needs might also consider a special-needs trust.

Health Insurance Marketplace

Take a look at changes due to health reform, such as the availability and cost of insurance plan options, and more.

More Newsletters →