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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

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Managing Your Lifestyle

Managing Your Lifestyle

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

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Critical Estate Documents

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

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Managing Your Lifestyle

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

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.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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