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.
Zack 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. Zack 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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can you keep up with your children’s mobile slang?
Lifestyle considerations in creating your retirement portfolio.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Earnings season can move markets. What is it and why is it important?
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
With alternative investments, it’s critical to sort through the complexity.