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

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Your Financial Family Tree

Your Financial Family Tree

What lessons can you learn from your family members, and what can they learn from you?

 

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Build a Stronger Financial Future

Learn about a financial asset that can help you build a stronger financial future.

Learn, Earn and Retire at Any Age

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

6 Tips on Ways to Spend Your Money for Happiness

Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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