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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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?