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Understanding Today’s Financial Environment

Welcome to our website. We are Northeast Investment Advisors, LLC. Here you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.

We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, college planning, estate planning, insurance and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Please take advantage of this resource and visit us often. Be sure to add our website to your list of favorites in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the ever-changing field of financial security.

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Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should You Invest in Exchange Traded Funds?

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Surprises

Making the most of surprises is a great reason to work with us.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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