In our latest staff spotlight, we chatted with our Insurance Specialist here at Capital Planning, Katherine Janis, FPQP™. Not only did we learn that Kate has a special place in her heart for her children and the occasional scoop of ice cream, but she may just be the world’s biggest Rick Springfield fan?
Learn more here from the FULL spotlight here:
This is easy for me to answer – hands down, it’s my children. All four of my children. Each one is different and unique in their own way, and I love them all so much. You only get 18 years with them to cram everything that they need to know before they go off and make their own choices away from your nest. When I look at my children, my heart is full – full of love and admiration for the individuals they are becoming. I am so proud, and I feel blessed!
RICK SPRINGFIELD…several times. I am known as the President of his fan club. I have been a Rick Springfield fan since the early 80’s, and at this point I have seen him six times. He is still rockin’ at 73 years old. Maybe I should see if he needs help with his Medicare?
This is a no brainer for me…it’s ICE CREAM! I prefer soft serve vanilla with rainbow sprinkles. Perhaps it started when I was a little girl and it was a special treat to go out for ice cream with my Dad. Whether it’s DQ, Crazy Cones or Kohr Bros at the beach – one day I hope this is my biggest question of the day!
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.
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.