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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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Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The Fed and How It Got That Way

The Fed and How It Got That Way

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

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Strategies

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

Retirement Plan Distributions

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

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Perception vs. Reality

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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