- 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!
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Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Global vs. International: What’s The Difference?
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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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Don't Buy The Hype
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Surprises
Making the most of surprises is a great reason to work with us.
The Real Cost of a Vacation Home
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