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.
Tom 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. Tom believes in long-term relationships built around trust and honest, open communication. He has advised individuals, as well as large corporations.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
An increasing number have been developed to help individuals with their personal finances.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: right now.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Three things to consider before dipping into retirement savings to pay for college.