John & Sarah at Northeast Planning Associates

09/07/2026

On Labor Day, we want to recognize the hardworking individuals and families we're privileged to serve, including the law enforcement professionals, first responders, small business owners, and working parents who make up so much of our client community. Your work doesn't go unnoticed, and we're grateful for the trust you place in us to help plan for what comes next.

Happy Labor Day from all of us at Northeast Planning Associates.

09/04/2026

"Diversification" gets used a lot in financial conversations, but what does it actually mean for your portfolio? At its core, it's about not putting all your resources into a single investment, sector, or strategy, so that one area's underperformance doesn't carry your entire plan. The right level of diversification depends on your goals, timeline, and comfort with risk — there's no universal formula. If you're not sure how diversified your current holdings really are, that's worth a closer look.

Contact us today to learn more: www.financialplanningsecurity.com/contact

09/03/2026

Starting early on year‑end planning isn’t just smart—it can make a meaningful difference in your financial outcomes. 🍂 From reviewing your goals to taking action on time‑sensitive opportunities, the final quarter is your chance to stay ahead rather than rush at the last minute.
Discover 8 practical steps to help you get organized, make informed decisions, and finish the year strong.

👉 Read the full post and take control of your year‑end strategy today: www.financialplanningsecurity.com/blog

08/31/2026

Congress has introduced a new type of tax-advantaged savings account for minors known as Trump Accounts. Designed to help families build wealth for the next generation, these accounts offer new opportunities for long-term savings and financial planning. Learn how they work, who may benefit, and what to consider before opening one.

Congress introduced a new class of tax-advantaged savings vehicles for minors known as Trump accounts.

08/28/2026

As summer winds down, it's worth doing one more quick check-in: did any big purchases, trips, or life changes this season shift your budget? Did you stick closer to your plan than you expected, or further off? No judgment either way — just useful information heading into fall. Tell us: how did your finances hold up this summer?

08/26/2026

How much money should you keep in a savings account for emergencies? Financial experts generally recommend setting aside three to six months' worth of living expenses to help cover unexpected costs like medical bills, job loss, or major repairs. Building an emergency fund can provide financial stability and peace of mind when life takes an unexpected turn.

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

08/24/2026

As backpacks and school supplies fill the stores, it's a natural moment to revisit your college savings plan, whether your child is five or fifteen. Contribution amounts, investment choices within a 529 plan, and how college savings fits alongside your other goals are all worth a fresh look at least once a year. We'll be sharing more on college savings strategies throughout September for College Savings Month, but if you'd like a head start, we're happy to talk now.

Learn more here: www.financialplanningsecurity.com/education-planning

08/21/2026

Today is National Senior Citizens Day, and we want to take a moment to recognize the retirees and senior clients who've trusted us with their financial planning, often for many years. Watching someone move into retirement with confidence — and seeing them actually enjoy it — is one of the most rewarding parts of what we do.

To all the senior citizens reading this: thank you for the wisdom, the stories, and the trust.

08/19/2026

Inflation and market uncertainty can test any investor’s confidence, but the right strategy can help protect and grow your wealth. Learn which investments have historically weathered rising prices and economic turbulence.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/18/2026

Sarah and John attended the Greenland, NH Police Department's National Night Out, where John proudly showcased his stunning 1967 Chrysler Newport in the car show. The event brought the community together for an evening of fun, connection, and appreciation for local law enforcement. It was especially meaningful for Sarah, as it celebrated the department where her husband serves.

A great evening of community, family, and classic cars! 🚓🚗✨