What We Cover

 

Estate Planning

When you’ve gone through a life transition it can become necessary to update your estate plan. NewMaker can help walk you through the process of updating your beneficiaries and finding the right attorney if one is needed.
 

Insurance Planning

New circumstances may mean new risks you would like to cover with insurance. NewMaker can help you uncover those risks, determine if insurance is needed, and if it is needed we can put you in touch with the right policy.
 

Tax Planning

There are few strategies that can help your finances more than a proper tax strategy. If you have a CPA then NewMaker can partner with them to integrate your investment strategy and tax strategy to optimize both.
 

Retirement Planning

The most common question we get when someone goes through a big life change is “how will this impact my retirement?” At NewMaker we understand that retirement is one of your biggest goals.

Who We Serve

Divorcees

Divorce

Divorce is a difficult time of transition for everyone involved. Throughout the process it can be painful and frightening to think of your future, or the future of your children. Planning can help illuminate that future.

Widow / Widower

Loss of a Loved One

Losing a loved one can leave you feeling overwhelmed - grieving is already difficult, and the financial burdens can make it even harder. Estate settlement requires you to make decisions you may need help navigating, and we are here to support.

Life Transitions

Life Transitions

There are many more life transitions that can leave your finances vulnerable than those listed above. From disability to loss of a job, there are many ways that our best laid plans can be shaken.

Thriving Business

You've worked hard to build your business. Now that it has taken off, you need a real strategic partner to pull together a plan for tax mitigation, retirement/exit strategy, and risk management.

Learn More About Who We Serve

Team photo

At NewMaker, we aim to be an approachable and reliable partner that empowers you through education while providing holistic vision planning and investment management.

Contact Us

Education Center

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Investing and Emotion: Understanding the Hidden Motivations Behind Investor Behavior

Joshua Dunlop |
Categories
Investments
Emotions and Investing
Investing Theory
People come to the stock market to invest and make gains, sure, but there are many other reasons we approach the market—psychological reasons we might not even be aware of. Investing is often framed as a rational process, one guided by numbers, valuation models, and risk assessments. Yet, time and again, it is human emotion that dictates market behavior.
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A Comprehensive Guide to Determining When to Draw Social Security

Joshua Dunlop |
Categories
retirement
retirement planning
social security
Image Alt Text: Understanding Social Security Benefits - when to draw social security When approaching the decision of when to draw Social Security, the key takeaway is simple: timing matters. If you're looking for a quick answer, here it is: delaying Social Security benefits until age 70 can maximize your monthly payout, particularly if you're in good health and can afford to wait. However, for those who need income earlier due to health issues, financial...
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Beginner's Guide to Planning Financially for a New Baby

Charlene Laney |
Categories
baby
birth
life changes
Image Alt Text: new baby financial planning - new baby how to financial plan Welcoming a new baby into your family is a moment filled with excitement and high expectations, but it also brings a unique set of challenges—especially when it comes to finances. If you're searching for 'new baby how to financial plan', here's a quick rundown to get you started: Understand your health insurance to anticipate birth-related costs. Plan your leave from work...