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.
Gary 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. Gary 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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When to start? Should I continue to work? How can I maximize my benefit?
It's important to make sure your retirement strategy anticipates health-care expenses.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What can be learned from the savings rate?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?