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  • Client Login
  • Who We Are
    • About Capital Planning
    • Our Team
    • Our Costs
  • Financial Planning
    • Retirement Planning
    • Foundational Planning
  • Services
    • Investment Planning
    • Insurance Planning
    • Tax Planning
    • Family Matters
    • 401K Planning
  • Resources
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    • Contact Us
  • Book a Discovery Meeting

Investment

Investment | Aug 15, 2022

Risk Tolerance: What’s Your Style?

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Investment | Jul 05, 2022

Choices for Your 401(k) at a Former Employer

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Investment | Jul 05, 2022

The Five Most Overlooked Tax Deductions

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Investment | Jul 05, 2022

IRA Withdrawals that Escape the 10% Tax Penalty

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Investment | Jul 05, 2022

Retiring in a Post – Pandemic World

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Investment | Jun 02, 2022

The Power of Compound Interest

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Investment | Jun 02, 2022

Pullbacks, Corrections, and Bear Markets

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Estate Planning

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4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034


Estate Planning

Estate planning focuses on three key areas: Documenting your wishes, Stewardship Goals and Tax Efficiency.

At Capital Planning, our experts can work with an attorney to help you document your wishes and protect your family. We can guide you on the benefits of a Will, Power of Attorney, Advanced Health Care Directives (Living Wills) and Trusts.

Stewardship planning can help you protect your heirs from potential risks such as creditors, divorce, or poor money management skills. Stewardship can also help you meet your goals for charitable giving and life’s passions.

Tax efficiency planning can save your family upwards of 50%+ in taxes when combining estate tax, inheritance tax, and capital gains tax planning strategies.

If you would value advice on any of the above, book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.

Book a Discovery Meeting

College Planning and 529 Plans

Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.

We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.

Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.

Book a Discovery Meeting