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

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There are a number of ways to withdraw money from a qualified retirement plan.

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Understanding the cycle of investing may help you avoid easy pitfalls.

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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There’s an alarming difference between perception and reality for current and future retirees.

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The decision whether to buy or rent a home may have long-term implications.

Surprises

Making the most of surprises is a great reason to work with us.

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Here is a quick history of the Federal Reserve and an overview of what it does.

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