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 to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here are 4 great, and sometimes unexpected, places to raise a family.
A few strategies that may help you prepare for the cost of higher education.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Try these activities to keep your brain sharp.
How to help determine life insurance needs to provide for your family after you pass away.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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 some smart strategies that may help you pursue your investment objectives
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here are five facts about Social Security that might surprise you.