- Am I on track for financial success?
- Will I be able to achieve my short and long term financial goals?
- What does financial success even mean?
In today's world, creating and maintaining financial success is difficult. There are many competing institutions, advertisements, and theories surrounding your money. So how do you make sense of creating your best financial plan?
Mike Schwartz and his team at Northeast Planning Corporation have developed a principled approach to financial planning. Their coaching allows clients to know that they are on track for their financial goals, and that they will remain on track no matter what happens in life.
By taking a servant-leadership role, and stressing education and empowerment, Mike and his team help co-create financial certainty for their clients in an uncertain world. Please feel free to browse the links on this website for further information, check out Mike and his team's background, and do not hesitate to contact their office today!
Helpful Content
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Income Protection for Millennials
Income protection insurance can replace earnings during a disability and recovery.
Financial Fixes: Get Out of the Minimum Payment Vortex
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Put It in a Letter
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Best Performing Asset Classes
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Planning for All Families
These planning tips can help.
Life and Death of a Twenty Dollar Bill
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
A Look at Systematic Withdrawals
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Retirement Plan Distributions
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Rightsizing for Retirement
What does your home really cost?