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Capital Planning & Investments

Please visit our website for more information We take pride in delivering an unprecedented level of personalized service to each of our valued clients.

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 so

02/24/2017

Women and Financial Strategies

Why do women avoid creating a financial strategy?

Women and Financial Strategies Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

02/22/2017

Healthcare Costs in Retirement

Be prepared: medical costs can be high in retirement.

Healthcare Costs in Retirement Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

02/20/2017

Should You Ever Retire?

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

Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

02/17/2017

Inflation - Back to the Future

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

Inflation - Back to the Future Even low inflation rates over an extended period of time can impact your finances in retirement.

02/15/2017

How Income Taxes Work

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

How Income Taxes Work A quick look at how federal income taxes work.

02/13/2017

Social Security: Five Facts You Need to Know

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

Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.

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

What's So Great About a Rollover? Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

02/08/2017

Ready for Retirement?

Ready for retirement? Five words to consider.

Ready for Retirement? Are you ready for retirement? Here are five words you should consider.

02/03/2017

Six Most Overlooked Tax Deductions

Are you overpaying your ? Here’s six overlooked .

Six Most Overlooked Tax Deductions Six overlooked tax deductions to help manage your tax bill.

02/01/2017

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement.

01/30/2017

Retirement Income and the Traditional Portfolio

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

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

01/27/2017

Social Security: The Elephant in the Room

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

Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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?

Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy?

01/23/2017

Money that Buys Good Health is Never Ill Spent

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

Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses.

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.

What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money.

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.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

01/16/2017

Succeeding at Business Succession

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

Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

01/13/2017

Trends in Charitable Giving

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

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

01/11/2017

Red Flags for Tax Auditors

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

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.

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.

What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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.

Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.

01/04/2017

Is a SEP-IRA Right for Your Business?

Take an inside look into Simplified Employee Pension plans.

Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

01/02/2017

Critical Estate Documents

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

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

12/30/2016

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement.

12/28/2016

Creative Ways to Motivate Your Employees

Increase and motivate your with these five simple and inexpensive ideas.

Creative Ways to Motivate Your Employees Five creative (and inexpensive) ideas for motivating your employees.

12/26/2016

How Income Taxes Work

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

How Income Taxes Work A quick look at how federal income taxes work.

12/23/2016

Making Your Tax Bracket Work

Want to manage your taxable income?

Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income?

12/21/2016

Split Annuity Strategy

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

Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal.

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.

Does Your Child Need to File an Income Tax Return? When your child has income, there’s a good chance that he or she will need to report it and pay taxes.