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.
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
How much do you need to save each year to meet your long-term financial goals?
How Long Will Your Funds Last?
How much can you afford to pay for a car?
How much life insurance would you need to produce a sufficient income stream for your family?