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.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Rightsizing for Retirement
What does your home really cost?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?