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.
Helpful Content
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
9 Facts About Social Security
There are things about Social Security that might surprise you.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement
Rightsizing for Retirement
What does your home really cost?
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.