Client Centered
Northeast Wealth Solutions is a fee based financial services firm that provides asset management and investment planning services for individual, trust, corporate and qualified pension accounts. Our roots go back to 1997, offering professional asset management to investors throughout the Northeast. Over the ensuing years our highly disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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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.
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