Newman Wealth Management Advisors

Newman Wealth Management Advisors Our specialized service provides strategies to identify your income needs and establish appropriate Securities offered through LPL Financial, Member FINRA/SIPC.

www.finra.org, www.sipc.org. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Newman Wealth Management Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
10/07/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
10/05/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/02/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
09/30/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
09/28/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Business owners should consider a succession plan sooner rather than later.
09/25/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Many have heard they should avoid probate; do you understand what probate is and how it works?
09/23/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/21/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
09/18/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
09/16/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Address

65 Madison Avenue, Ste. 300
Morristown, NJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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