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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
An increasing number have been developed to help individuals with their personal finances.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding the economy's cycles can help put current business conditions in better perspective.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement 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.
Three things to consider before dipping into retirement savings to pay for college.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women are great at multi-tasking. But many drop the ball when preparing for retirement.