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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

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

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

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.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Consider These 3 Things Before Driving Off the Lot

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

Surprises

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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