- 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!
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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
What lessons can you learn from your family members, and what can they learn from you?
For homeowners who think their property taxes are too high, there are ways to appeal.
Learn about a financial asset that can help you build a stronger financial future.
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.
Your credit score may influence how much you pay for auto and home insurance.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
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.
There are hundreds of ETFs available. Should you invest in them?
When do you need a will? The answer is easy: Right Now.
How do the markets usually react to elections? Was the 2016 election any different?
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.