Steven G. Newman, CLU
Steven G. Newman, CLU

Sr. Financial Services Executive
Financial Planner
CA Insurance License #0C71400

Planning for your future begins today!

Are you on track to meet your goals, both short and long term?


 



 



Welcome to my site, and thank you for visiting!



Welcome to my site, and thank you for visiting!



My mission is to help individuals develop financial objectives, and to achieve those objectives, through various financial products and investment services that are designed to meet their present and future needs.



My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.



I hope you find this site informative and useful.  Feel free to contact me if you would like more information about a particular MetLife product or service.



I look forward to hearing from you.


I am licensed and registered to offer products and services in [NY, NJ, CA, CT, FL, GA, NC, RI, TX, VA, WI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Income Annuities Guide

Find out if income annuities can play a role in your retirement plan.

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Newsletters

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Retirement Income Selector

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Calculators

Cash Flow Analysis

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

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