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Credit Card Scams are Proliferating – How to Protect Yourself
CREDIT CARD SCAMS ARE PROLIFERATING – HOW TO PROTECT YOURSELF Identity thieves and credit card scammers are more relentless than ever in their pursuit of your personal financial information, and as more people are opting to conduct their shopping and their financial...
With Stocks Still Near Their Highs What Should Retirees Do Now?
WITH STOCKS STILL NEAR THEIR HIGHS WHAT SHOULD RETIREES DO NOW? Although the stock prices are trading near their all-time highs, it hasn’t exactly been a joy ride for retirees who are counting on their retirement plans for a lifetime of income. The type of unruly...
Investing for Retirement: What Would Warren Buffett Do?
INVESTING FOR RETIREMENT: WHAT WOULD WARREN BUFFETT DO? Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their plans and their vision for the future, especially as...
Keeping Up With the Identity Thieves
KEEPING UP WITH THE IDENTITY THIEVES Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. In past blog...
3 Risk Factors that Can Improve Portfolio Performance
3 RISK FACTORS THAT CAN IMPROVE PORTFOLIO PERFORMANCE For as long as there has been stock markets, investors have intuitively known that expectations of returns come with commensurate expectations of risk; the higher return one expects the greater the risk one assumes...
Managing Student Loan Debt Through Consolidation
MANAGING STUDENT LOAN DEBT THROUGH CONSOLIDATIONThe figures out last year show that the average amount of student loan debt a student graduates with is a little more than $35,000. Most graduates are carrying multiple student loans from multiple sources, and the cost...
Why Bear Markets Don’t Matter
WHY BEAR MARKETS DON’T MATTER If you’ve been listening to the financial media of late you have no doubt heard some of the so-called experts prognosticating on the prospect of the next big bear market. Unquestionably, the stock market is at another crossroads, and its...
Will It to be So: Things to Consider for a Strong Will
WILL IT TO BE SO: THINGS TO CONSIDER FOR A STRONG WILL Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be...
Debt After Death – Do You Have it Covered?
DEBT AFTER DEATH – DO YOU HAVE IT COVERED?Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact that nearly 60% die without a will is a strong indication that...
Finance 101: A Lesson in Helping your Student Pay for College
FINANCE 101: A LESSON IN HELPING YOUR STUDENT PAY FOR COLLEGE You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big tailgating game, dorm living, tossing your graduation cap in the air...beyond the...
6 Easy Organization Tips to Take Time off of Taxes
6 EASY ORGANIZATION TIPS TO TAKE TIME OFF OF TAXES As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It should be no surprise when tax season surely and steadily...
Retire to Happiness: Tips to Thrive in the Next Chapter of Life
RETIRE TO HAPPINESS: TIPS TO THRIVE IN THE NEXT CHAPTER OF LIFE Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and...
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Financial Advisor for Gilbert, AZ
Investment Consultant, Financial Consultant, and Early Retirement Planner for the Good People of Gilbert, AZ - Your Smart Investor Will Newman.
As the 6th largest municipality of Arizona covering nearly 69 square miles located in the southwest of Phoenix, Gilbert has a quite economically diverse community. Gilbert is home to over 200 thousands individuals, working professionals, students, and retired people. Some of the most popular parks in the U.S. are located in Gilbert, AZ. They are Gilbert Regional Park and Desert Sky Park. They were established in 2019 with multi-million dollar investments. With such a rapidly growing diverse economy, we see and understand the need for effective financial advice and planning.
ABOUT NEWMAN'S FINANCIAL PLANNING
Newman’s Financial Planning, (LLC/”Newman’s Financial”) is a registered investment advisor offering advisory services in the states of Arizona, Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow up or individualized responses to consumers in a particular state the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Newman’s Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
