Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
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.Contact Us
Saving for College 101
Here’s a crash course on saving for college.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Being healthy not only makes you feel good, it may also help you financially.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
It's important to understand how inflation is reported and how it can affect investments.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.
When should you take your Social Security benefit?
Making the most of surprises is a great reason to work with us.