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
Saving for College 101
Here’s a crash course on saving for college.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here are 4 great, and sometimes unexpected, places to raise a family.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
One way to find money is to examine your current spending habits and eliminate money wasters.
Gaining a better understanding of municipal bonds makes more sense than ever.
These food myths will really put a drain on your wallet.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
Do you know how to set up your financial goals for success? This knight does.
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.