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
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Tips for overcoming online meeting (Zoom, MS Teams, etc.) weariness
With the current landscape creating changes—and challenges—for everything from our day-to-day routines like the way we shop for necessities to employment risks and realities, the need for self-care has never been more important.
Take the long view - 5 tips for staying on track even during volatile times
For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
Now, in the wake of 2020, millions of job-seekers are working to pick up where they left off, getting back to work and back to normal. Here are some tips for recovering from job loss today:
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Around the country, attitudes about retirement are shifting.
It's easy to let investments accumulate like old receipts in a junk drawer.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Pundits say a lot of things about the markets. Let's see if you can keep up.