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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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Variable Universal Life Insurance

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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There are some smart strategies that may help you pursue your investment objectives

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Learn more about taxes, tax-favored investing, and tax strategies.

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

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Should You Tap Retirement Savings to Fund College?

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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What is your plan for health care during retirement?

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

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