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.
Helpful Content
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Rightsizing for Retirement
What does your home really cost?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
When Markets React
When markets shift, experienced investors stick to their strategy.