Investments
Retirement
Estate
Insurance
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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Helpful Content
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.