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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.

Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Debt After Death: What Happens to Debt When Someone Dies?

Outlines how estates handle debts of deceased individuals.

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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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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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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