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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.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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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