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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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
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Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
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What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.