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.
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Will you be able to afford nursing home care?