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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Lifestyle considerations in creating your retirement portfolio.
Read this overview to learn how financial advisors are compensated.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.