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
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.