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.
Paul 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. Paul 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
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Do Your Kids Know The Value of a Silver Spoon
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Tax Freedom Day
Assess how many days you'll work in 2012 to pay federal tax liability.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Get the Score on Your Credit
Your credit score is a vital part of your financial health. Understand how it works.