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
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A few strategies that may help you prepare for the cost of higher education.
Try these activities to keep your brain sharp.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here are six flags that may make your tax return prime for an IRS audit.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are three things to consider before dipping into retirement savings to pay for college.