4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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https://youtu.be/ktTuZ5RgQS0 How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched doctors, or is your doctor no longer accepting your current plan? Or maybe your prescription drug needs have changed, and your Medicare plan doesn’t cover everything you need. Maybe you’re paying too much for your coverage and need to make adjustments. If you’ve reviewed your Medicare plan and realized you don’t quite have the coverage that you want, you can make changes during the fall open enrollment period. From October 15 through December 7, 2022, you can add, drop, or switch Medicare plans. Any changes will be effective on January 1, 2023, as long as any changes are submitted by the deadline. Reviewing your Medicare coverage is an important part of your financial and insurance strategy. If you have any questions or need help navigating this process, I’m happy to help! You can reach me for more information by phone at 610-871-3500 or by email at kjanis@capital-planning.com.
If you're like many small business owners, running your own business is an all-consuming endeavour. In the face of everyday demands, choosing a retirement strategy for your business can become a casualty. The idea of establishing a plan could evoke worries about complicated reporting and administration. If this sounds familiar, then you may want to consider whether a Simplified Employee Pension Individual Retirement Arrangement (SEP-IRA) may be right for you. Click here to read more. At Capital Planning, we provide retirement planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions. Click here to learn more about our Retirement Planning services.
Learn about what risk tolerance really means in this helpful and insightful video. Click here to watch now At Capital Planning, we provide investment planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions. Click here to learn more about our Investment Planning Services.
Forty-four percent of American women are the primary breadwinner in their house. Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle. Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance. Click here to keep reading this article. At Capital Planning, we provide retirement planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions. Click here to learn more about our Investment Planning Services.
Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most basic tenets of sound investing involves the simple habit of “paying yourself first”–in other words, making your first payment of each month a deposit into your savings account. Click here to keep reading this article. At Capital Planning, we provide foundational planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions. Click here to learn more about our Foundational Planning Services.
At Capital Planning Wealth Management, one of our core values is Family. As a family-owned firm, we understand what it means to care for one another, and we apply that same philosophy to how we care for our clients. As part of this commitment, we like to bring our clients and their families together from time to time. On a perfect June evening, the Capital Planning team were pleased to host some of our valued clients and their families at the Lehigh Valley Iron Pigs v Norfolk Tides baseball game, at Coca-Cola Park. The weather was fantastic, and everyone enjoyed a picnic buffet of hamburgers, fried chicken, pasta, baked beans, chips and cookies – as well as some entertaining baseball! The Norfolk Tides won 10-7 in the end, but the night finished with a colorful fireworks display and everyone went home happy. If you’re looking to work with a financial advisor who places a high value on the importance of family, you can get in touch with us on (610) 871-3500, emailing contactus@capital-planning.com, or dropping into our offices at 4505 Saucon Creek Road, Suite 100, Center Valley, PA, 18034.
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account. Individuals have four choices with the 401(k) account they accrued at a previous employer. Click here to read more. At Capital Planning, we provide investment planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions. Click here to learn more about our 401(k) services.
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage your tax bill. Click here to keep reading. At Capital Planning, we provide advice on tax strategies for your investments, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions. Click here to learn more about our Tax Planning services.
The reason withdrawals from a Traditional Individual Retirement Account(IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use these savings for anything other than retirement. Yet, policymakers also recognize that life can present more pressing circumstances that require access to these savings. In appreciation of this, the list of withdrawals that may be taken from a Traditional IRA without incurring a 10% early withdrawal penalty has grown over the years. Click here to keep reading this article. At Capital Planning, we provide retirement planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions. Click here to learn more about our Retirement Planning services.
Imagine your ideal post-pandemic retirement with this animated video. Click here to watch now. At Capital Planning, we provide retirement planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions. Click here to learn more about our Retirement Planning services.
Planning for an unpredictable future can feel overwhelming, with so many decisions to make it can be hard to know if you're going to have enough money to support yourself through retirement.
In this guide, experts from the Capital Planning Team have simplified the 10 steps you can take, so that you can live a life without worry, sfe in the knowledge that your financial future is secure.
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.