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
-
Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
-
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
-
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
-
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Savings Accumulation
Estimate the future value of your current savings.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?