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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
For many, retirement includes contributing their time and talents to an organization in need.
To choose a plan, it’s important to ask yourself four key questions.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Is your estate in order? This short quiz may help you assess your overall strategy.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
With alternative investments, it’s critical to sort through the complexity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.