- 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!
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
Hour by hour, these 11 tips can help cut daily costs and save more money.
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 insurance can replace earnings during a disability and recovery.
Find out how to pay off your credit cards and protect your paycheck so you can live more confidently.
A letter of instruction provides additional and more personal information regarding your estate.
Bonds may outperform stocks one year only to have stocks rebound the next.
These planning tips can help.
How long does a $20 bill last?
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Even low inflation rates can pose a threat to investment returns.
That big list of dreams and goals isn't the only way to look at your bucket list.
What does your home really cost?