4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
Menu
Recently, we took a moment in our latest “Staff Spotlight” to learn a few things most people may not know about our Operations Associate Matthew Benedict, FPQPTM, RICP®.
We found out that Matthew has some fantastic memories about where he grew up and knows his way around a chimney, but just don’t ask him to draw you. More here:
My father and grandfather. I grew up on the mission field in Japan, with both sets of grandparents having moved there as missionaries in 1952. They as well as my father have given the whole of their lives to reaching the Japanese people in a country that has been called the “missionary’s graveyard” because of the challenge it brings in building friendships. Their patience and faithfulness in daily life there inspires me more each time I think about it.
Drawing people. Give me anything geometrical and I can handle it, but people and faces—despite the symmetry that is there, it seems anything but symmetrical when I have a pencil in my hand. That said, I’ve been trying to do easy drawings to help illustrate Bible memory verses for our 2 year-old daughter, and, well, she gets excited about them, but probably not because they are pretty!
One of my favorites is cleaning my grandpa’s woodstove chimney. He has since passed on, but during my high school years I would stop over during the winter to help brush out the horizontal pipe. He’d run the brush from outside and I’d hold a bucket on the inside. I can still smell the soot!
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.