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NEW ERA INVESTMENTS, LLC logo. Providing the knowledge and power to make your future happen.

WELCOME TO NEW ERA INVESTMENTS, LLC

Providing the knowledge and power to make your future happen

Our Vision

At New Era Investments, LLC our vision is to provide our clients with the Knowledge to make the key financial decisions, the Power to be secure in those choices and our Guidance to help make their Future Happen!

KNOWLEDGE AND STRATEGIES OFFERED
Plan
INVESTMENT ADVISORY SERVICES
TAX ADVANTAGE CONCEPTS
RETIREMENT CONSULTING
GENERATIONAL WEALTH TRANSFER
EDUCATIONAL FUNDING
Wealth Plan button with Retirement Ahead sign
Investment Advisory Services
TAX ADVANTAGE CONCEPTS
RETIREMENT CONSULTING
GENERATIONAL WEALTH TRANSFER
Educational Funding

Calculators

You can review interesting calculators on my site.

Videos

We have interesting videos for you to watch on my site.

Contact Us

Please feel free  to contact us with any questions.

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Disability Income Insurance

How much Disability Income Insurance do you need?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck