Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
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.Contact Us
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The federal government requires deceased individuals to file a final income tax return.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.