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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
It's important to understand how inflation is reported and how it can affect investments.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?