- 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 Financial Network 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!
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Couples may be able to head off many of the problems in a marriage that money can cause.
It's important to understand the pros and cons when considering a prepaid debit card.
Talking about money isn’t as scary as it seems.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?