Capital Planning & Investments

Capital Planning & Investments

Please visit our website for more information Since 1993, Capital Planning & Investments has been providing financial advice and diversified financial solutions for a wide range of consumers and businesses.

We are committed to helping our clients maximize their ability to achieve their personal long-term financial goals and objectives. Capital Planning & Investments advisors work with each of our clients to provide individualized, personal solutions. Capital Planning & Investments’ financial advisors assist our clients in growing their assets, in conserving and managing their wealth and to enhance, d

Operating as usual

www.capitalplanningdirect.com 02/24/2017

Women and Financial Strategies

Why do women avoid creating a financial strategy?

www.capitalplanningdirect.com Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

www.capitalplanningdirect.com 02/22/2017

Healthcare Costs in Retirement

Be prepared: medical costs can be high in retirement. #Medicare

www.capitalplanningdirect.com Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

www.capitalplanningdirect.com 02/20/2017

Should You Ever Retire?

Does it make more sense to push back #retirement, or not to retire at all?

www.capitalplanningdirect.com A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

www.capitalplanningdirect.com 02/17/2017

Inflation - Back to the Future

Even low inflation rates can impact your retirement outlook over time.

www.capitalplanningdirect.com Even low inflation rates over an extended period of time can impact your finances in retirement.

www.capitalplanningdirect.com 02/15/2017

How Income Taxes Work

Taxes too high? People turn to tax pros at tax time. #IncomeTax

www.capitalplanningdirect.com A quick look at how federal income taxes work.

www.capitalplanningdirect.com 02/13/2017

Social Security: Five Facts You Need to Know

Here’s 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement

www.capitalplanningdirect.com Here are five facts about Social Security that are important to keep in mind.

www.capitalplanningdirect.com 02/10/2017

What's So Great About a Rollover?

An IRA rollover may make sense whether you're leaving one job for another or retiring altogether

www.capitalplanningdirect.com Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

www.capitalplanningdirect.com 02/08/2017

Ready for Retirement?

Ready for retirement? Five words to consider.

www.capitalplanningdirect.com Are you ready for retirement? Here are five words you should consider.

www.capitalplanningdirect.com 02/03/2017

Six Most Overlooked Tax Deductions

Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.

www.capitalplanningdirect.com Six overlooked tax deductions to help manage your tax bill.

www.capitalplanningdirect.com 02/01/2017

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list.

www.capitalplanningdirect.com A bucket plan can help you be better prepared for a comfortable retirement.

www.capitalplanningdirect.com 01/30/2017

Retirement Income and the Traditional Portfolio

Is your retirement portfolio subject to “sequence of returns” danger?

www.capitalplanningdirect.com Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

www.capitalplanningdirect.com 01/27/2017

Social Security: The Elephant in the Room

The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement

www.capitalplanningdirect.com Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

www.capitalplanningdirect.com 01/25/2017

Exit Strategies of the Rich and Famous

Some very smart people haven’t been very smart about estate management. What’s your strategy?

www.capitalplanningdirect.com Estate conservation is too important to put off. Do you have a smart exit strategy?

www.capitalplanningdirect.com 01/23/2017

Money that Buys Good Health is Never Ill Spent

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare

www.capitalplanningdirect.com It's important to make sure your retirement strategy anticipates health-care expenses.

www.capitalplanningdirect.com 01/20/2017

What Do Your Taxes Pay For?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

www.capitalplanningdirect.com Here's a breakdown of how the federal government spends your tax money.

www.capitalplanningdirect.com 01/18/2017

What Is a 1035 Exchange?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

www.capitalplanningdirect.com 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

www.capitalplanningdirect.com 01/16/2017

Succeeding at Business Succession

Business owners should consider a succession plan sooner rather than later.

www.capitalplanningdirect.com There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

www.capitalplanningdirect.com 01/13/2017

Trends in Charitable Giving

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving

www.capitalplanningdirect.com Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

www.capitalplanningdirect.com 01/11/2017

Red Flags for Tax Auditors

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit

www.capitalplanningdirect.com Here are six flags that may make your tax return prime for an IRS audit.

www.capitalplanningdirect.com 01/09/2017

What If You Get Audited?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit

www.capitalplanningdirect.com The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

www.capitalplanningdirect.com 01/06/2017

Should You Tap Retirement Savings to Fund College?

There are many factors to consider before tapping retirement money to pay for college.

www.capitalplanningdirect.com There are three things to consider before dipping into retirement savings to pay for college.

www.capitalplanningdirect.com 01/04/2017

Is a SEP-IRA Right for Your Business?

Take an inside look into Simplified Employee Pension plans.

www.capitalplanningdirect.com For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

www.capitalplanningdirect.com 01/02/2017

Critical Estate Documents

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

www.capitalplanningdirect.com Sound estate management includes creating financial and healthcare documents. Here's an inside look.

www.capitalplanningdirect.com 12/30/2016

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list.

www.capitalplanningdirect.com A bucket plan can help you be better prepared for a comfortable retirement.

www.capitalplanningdirect.com 12/28/2016

Creative Ways to Motivate Your Employees

Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.

www.capitalplanningdirect.com Five creative (and inexpensive) ideas for motivating your employees.

www.capitalplanningdirect.com 12/26/2016

How Income Taxes Work

Taxes too high? People turn to tax pros at tax time. #IncomeTax

www.capitalplanningdirect.com A quick look at how federal income taxes work.

www.capitalplanningdirect.com 12/23/2016

Making Your Tax Bracket Work

Want to manage your taxable income?

www.capitalplanningdirect.com Have you explored all your options when it comes to managing your taxable income?

www.capitalplanningdirect.com 12/21/2016

Split Annuity Strategy

Generate income and rebuild principal. A powerful one-two punch.

www.capitalplanningdirect.com Here's one strategy that combines two different annuities to generate income and rebuild principal.

www.capitalplanningdirect.com 12/19/2016

Does Your Child Need to File an Income Tax Return?

The IRS does not exempt children who have income from the obligation to file a tax return because of age.

www.capitalplanningdirect.com When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

www.capitalplanningdirect.com 12/16/2016

Password Protection Strategies

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

www.capitalplanningdirect.com Simple steps may help you foil hackers and protect your privacy.

www.capitalplanningdirect.com 12/14/2016

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social
profiles, and online accounts?

www.capitalplanningdirect.com If you died, what would happen to your email archives, social profiles and online accounts?

www.capitalplanningdirect.com 12/12/2016

Six Most Overlooked Tax Deductions

Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.

www.capitalplanningdirect.com Six overlooked tax deductions to help manage your tax bill.

www.capitalplanningdirect.com 12/09/2016

Should You Borrow from Your 401(k)?

Thinking of borrowing from your 401(k)? Some considerations. #401k

www.capitalplanningdirect.com Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

www.capitalplanningdirect.com 12/07/2016

How Will Working Affect Social Security Benefits?

Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits

www.capitalplanningdirect.com Knowing the rules may help you decide when to start benefits.

www.capitalplanningdirect.com 12/05/2016

A House Divided

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

www.capitalplanningdirect.com By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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4084 University Dr, Ste 101
Fairfax, VA
22030

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm
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