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Guiding You Toward Your Retirement Goals

Without a roadmap, the path toward and into retirement can be difficult. Having a customized financial plan, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At Northeast Planning Associates, we understand the many concerns hard-working individuals and families face as they prepare for retirement. Our goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Through our personalized approach, we develop a comprehensive financial plan that addresses your specific needs and goals, both short and long-term.

Retirement is a significant milestone in life. Our mission is to help make that transition more manageable and less stressful.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

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Helpful Content

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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