- 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!
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to Cut Your Expenses
Living with confidence means living within your means. managers.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
A look inside the U.S. government's statistics on household net worth.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know these three personal finance sayings?
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.