Thomas A. Newman & Associates

Our Team

Thomas A Newman and Associates P.A. was founded in 1983 by Thomas A. Newman.  Tom was born and raised in Palatka, Florida and has lived in Lake County for over 30 years.  As his assistant, Polly worked with Tom for over 22 years before buying out the business in Ocober, 2007. I am also a women owned minority business.  We handle  Insurance, investment and financial planning needs as well as employee benefits.

Net Worth

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

Home Affordability

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

Savings Accumulation

Estimate the future value of your current savings.

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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Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

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