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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Five overlooked tax deductions to help manage your tax bill.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding the value of a home warranty.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This checklist can give you a quick snapshot of how prepared you are.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all your options when it comes to managing your taxable income?
Making the most of surprises is a great reason to work with us.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.