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Capital Planning Associates of the Greater Delaware Valley, Inc.

(856) 869-5123

How to Retire Early

Capital Planning Associates of the Greater Delaware Valley, Inc. is a comprehensive financial services firm committed to helping our clients pursue long-term financial success. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (856) 869-5123. We look forward to hearing from you.

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Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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