Welcome to Capital Planning Associates, Inc.
Founded in 1990, Capital Planning Associates strives to help people identify and reach financial goals. Trust, knowledge and integrity are our focus as we deal with families and businesses. We pride ourselves in fostering confidence and understanding which leads to lasting long-term relationships.
Newsletters
-
Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Car Affordability
How much can you afford to pay for a car?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?