4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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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.
Learn how to harness the power of compound interest for your investments. Click here to watch this insightful video on compound interest. 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.
Do you have an estate strategy? You should. Click here to access this useful infographic that explores Probate, Living Wills, Tax Exemption Strategies and more. At Capital Planning, we provide financial planning for your family's future, so you can focus on enjoying life Click here to learn more about our Estate Planning services.
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.” This investment inaction is played out in many ways, often silently, invisibly and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Click here to keep reading this article. At Capital Planning, we help business owners to ensure their company 401k plan is properly serviced, aiming to reduce risk for employees if markets are volatile. Click here to learn more about our 401k services.
How prepared are you? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of ten crucial steps can help you visualize how far you’ve come. 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.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece. Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is sometimes called Traditional Medicare or Fee-for-Service (FFS) Medicare. Under Original Medicare, the government pays directly for the health care services you receive. You can see any doctor and hospital that takes Medicare (and most do) anywhere in the country. Click here to keep reading this article. At Capital Planning, we provide a guided approach to financial planning today, to help avoid worry and concern later in life. Click here to learn more about our Insurance Planning services.
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue their long-term goals. However, as a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio. 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.
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.