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4084 University Drive
Suite 101
Fairfax, VA 22030

Capital Planning & Investments

WELCOME TO CAPITAL PLANNING & INVESTMENTS


Since 1993, Capital Planning & Investments has been providing financial advice and diversified financial solutions for a wide range of consumers and businesses. We are committed to helping our clients maximize their ability to achieve their personal long-term financial goals and objectives. Capital Planning & Investments advisors work with each of our clients to provide individualized, personal solutions. Capital Planning & Investments’ financial advisors assist our clients in growing their assets, in conserving and managing their wealth and to enhance, design and protect their family or individual lifestyle options. We take pride in delivering an unprecedented level of personalized service to each of our valued clients. We encourage you to explore our site and learn more about some of the many services we provide. Please take advantage of our downloadable company brochure to learn about our firm in greater detail. Should you have any questions or if you would like more information on our firm, please feel free to contact us at info@capitalplanningdirect.com or call us at (888) 778-2425. Please feel free to request a Complementary Consultation with one of our financial advisors at time convenient for you. We look forward to hearing from you.

Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Rightsizing for Retirement

What does your home really cost?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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