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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn a little about worldwide currency in this fun infographic
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
For homeowners who think their property taxes are too high, there are ways to appeal.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The decision whether to buy or rent a home may have long-term implications.
How does your ideal retirement differ from reality, and what can we do to better align the two?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.