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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Four vacation destinations you might never have thought of.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations?
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.