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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Understanding how capital gains are taxed may help you refine your investment strategies.
An increasing number have been developed to help individuals with their personal finances.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How long does a $20 bill last?
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: right now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.