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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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

College Savings

College Savings

See how much you may need to save now to cover future college costs for your child.

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

 

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

To choose a plan, it’s important to ask yourself four key questions.

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Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Fed and How It Got That Way

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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