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.
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
How much can you afford to pay for a car?
This calculator can help you determine how soon you can pay off your mortgage.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate how much income and savings you may need in retirement.