Encompassing Your Financial Future
At Northeast Planning Associates, Inc., our goal is helping our clients work towards their goals. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families and business owners.
For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products.
Michael understands the complexities of business and personal financial planning. His top priority is to help enhance the lives and financial future of those with whom he works. Michael believes in long-term relationships built around trust and honest, open communication. He has advised individuals, as well as large corporations, and regularly holds seminars on financial topics of public interest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Building Your Legacy
A four-step framework for building a personal legacy.
Don’t overlook the need for renter’s insurance if you rent your home.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Tips on insuring your teen driver.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
It’s never a bad time to speak with your financial advisor about changes in your situation.