Understanding Today’s Financial Environment
Welcome. We are NewCorp Wealth Management, a financial services firm located in the Alpharetta community of Atlanta, GA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have extensive experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?