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
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?