New South Wealth Management

10/18/2026

A lot can happen in a decade

Mike Sizemore is proof that protecting your income with disability insurance is a smart move.

10/17/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

10/16/2026

Most Americans Have a Monthly Budget, but Many Still Overspend

About three-quarters of Americans have a monthly budget, but 83% say they overspend. Around 4 in 10 say they usually use a credit card to pay for additional purchases.

10/16/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

10/15/2026

Alex Kirol is our Employee Spotlight of the month.
Alex is passionate about bridging his knowledge and experience in the financial services industry with his desire to serve clients and build lasting relationships throughout his career to come.
To learn more about Alex: https://www.newsouthwealth.com/team/alex-kirol

10/15/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

10/14/2026

Long-Term Care Coverage: It Gave Us Choice

Independence was very important for Joe and Jan Saban as they aged. Enter long-term care coverage.

10/14/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

10/13/2026

New South Wealth Management Proudly Sponsors Financial Futures: Personal Finance Case Competition at Rutgers University

SHORT HILLS, NJ — October 2026 — New South Wealth Management is proud to announce its presenting sponsorship of the Financial Futures: Personal Finance Case Competition, a landmark partnership with the Rutgers Personal Finance Club at Rutgers University. Launching on October 13th, with the live competition taking place on December 3rd, Financial Futures represents one of the most immersive student financial planning experiences in the region — and a powerful statement about what the next generation of financial professionals is capable of.

The competition challenges student teams to do exactly what professional wealth managers do every day: take a real person's life — their income, their goals, their family, their fears — and build a financial plan that actually works for them. Teams will receive detailed hypothetical client profiles spanning a range of life stages and financial circumstances, then develop comprehensive strategies covering retirement planning, portfolio construction, debt management, and major life goals.

"The best investment we can make is in people. Financial Futures gives students the chance to sit where we sit — to think the way a trusted advisor thinks — and that is something we believe in deeply."
— Joseph Milano, ChFC, CLU · Managing Partner, New South Wealth Management

Finalist teams will present and defend their strategies before a live judging panel that includes New South Wealth Management professionals — earning real feedback from advisors who have built careers on exactly the skills this competition is designed to develop. Winners will receive prizes including cash awards, mentoring sessions, resume reviews, and exclusive networking opportunities with NSWM professionals.

The competition is open to Rutgers students of all majors and experience levels. No prior wealth management background is required — only curiosity, commitment, and a willingness to think deeply about what it means to guide someone toward their financial future.

About New South Wealth Management
New South Wealth Management is an independent wealth management firm based in Short Hills, NJ, dedicated to helping families, closely-held business owners, and professionals build, protect, and grow their wealth through personalized financial strategies. Operating on a People over Product philosophy, NSWM is affiliated with Cambridge Investment Research and committed to putting clients — and the next generation of financial professionals — first.

About Rutgers Personal Finance Club
The Rutgers Personal Finance Club is a student organization at Rutgers University dedicated to financial education, investing literacy, and professional development. Through workshops, competitions, and industry partnerships, the club prepares students for meaningful careers in finance and equips them with the knowledge to make confident financial decisions throughout their lives.

Contact: [email protected] · newsouthwealth.com

10/13/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.