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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Social Security: Maximizing Your Social Security Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding how a stock works is key to understanding your investments.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It's important to understand how inflation is reported and how it can affect investments.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here are six flags that may make your tax return prime for an IRS audit.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Here are five facts about Social Security that might surprise you.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all of your choices when it comes to managing your taxable income?