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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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Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how much of your Social Security benefit may be considered taxable.

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This calculator will help determine whether you should invest funds or pay down debt.

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

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Retirement Plan Distributions

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

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Safeguard Your Digital Estate

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

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Around the country, attitudes about retirement are shifting.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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