Broker Check

1150 Raritan Road
Suite 201
Cranford, NJ 07016

Michael Schwartz

(908) 709-0020 x120

 
Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust
  • 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

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Maximizing Your Daily Life Expenses

Maximizing Your Daily Life Expenses

Hour by hour, these 11 tips can help cut daily costs and save more money.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Income Protection for Millennials

Income protection insurance can replace earnings during a disability and recovery.

Financial Fixes: Get Out of the Minimum Payment Vortex

Find out how to pay off your credit cards and protect your paycheck so you can live more confidently.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Planning for All Families

These planning tips can help.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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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).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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

There are a number of ways to withdraw money from a qualified retirement plan.

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?

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