- 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 greatest financial outcome?
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!
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
College Funding Ideas
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
The 12 Steps to Living Confidently: The Small Business Dream
Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.
Understanding the economy's cycles can help put current business conditions in better perspective.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Term insurance is the simplest form of life insurance. Here's how it works.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How to help determine life insurance needs to provide for your family after you pass away.
There are things about Social Security that might surprise you.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
Do you have causes that you want to support with donations?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.