Newton Wealth Management was started over 40 years ago by our Managing Director, Ed Newton. By focusing on his Core Values (Excellence, Trust, Focus, & Collaboration), Ed grew the firm to be one of the most successful and respected firms in the region.
Now, Ed is sharing his years of expertise with a wider audience. This podcast is perfect for do-it-yourselfers who want to stay current on changing statuses in the world of investing and retirement.
When you're ready for help managing your financial life, visit us at www.newtonwealthmanagement.com
In this episode, Ed reviews precautions that were taken due to Coronavirus and goes through some important stats showing the progress of our country since the beginning of the COVID-19 crisis. Is the economy starting to recover yet? Learn the answer to this and more in this episode of the Money Management Podcast.
It's been a few weeks since we've uploaded a podcast, so we're updating you on our outlook for 2020 and looking forward to 2021. The global pandemic threw off our projections, but we're updating them as new information is available.
The pandemic has surprisingly benefitted some companies, especially large technology firms and big-box retailers that have been allowed to remain open. Get the full analysis in this week's Money Management Podcast.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law this past Friday, March 27th. This piece of legislation aims to help workers, families, and small businesses first and foremost. In this podcast, Ed goes in-depth on what you can expect now that this act has been finalized.
This is a very common question. The answer? It depends. Age, current savings, pensions, and social security are all important factors. Listen to this episode for a detailed breakdown of how much you need to save to achieve a worry-free retirement.
In the second episode of the Money Management podcast, Ed talks about the most recent tax law changes affecting investors that you should look out for (0:27). He also spends some time speaking on what the stock market returns for 2019 tell us about potential stock market returns in the year to come (2:50).
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In this maiden voyage of the Money Management podcast, meet our host, Ed Newton, as he puts things into context to help us understand when and where we are. Reflecting on the technological and financial highlights and surprises of the last few decades, we are reminded that the future is not always predictable, but that we are living in one of the best possible times to be alive.
Ed shares some best practices around required minimum distributions (RMD). RMDs can be tricky to navigate, and if you are around the age of 70 you need to be aware of potential penalties for not taking your RMD. These RMD penalties can be as high as 50% of the amount not taken.
Ed also has some good news about increases in 401K and profit-sharing plan contribution limits for the new year– most people will see an increase in allowed contributions. Find out if YOUR contribution limit for your retirement or profit-sharing plan has been increased!