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Home: Capital Planning Associates of the Greater Delaware Valley, Inc.

Capital Planning Associates of the Greater Delaware Valley, Inc. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Capital Planning Associates of the Greater Delaware Valley, Inc. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us. Alternative Investments - Going Mainstream. Put It in a Letter.

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Home: Capital Planning Associates of the Greater Delaware Valley, Inc. | hrenzicpa.com Reviews

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Capital Planning Associates of the Greater Delaware Valley, Inc. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Capital Planning Associates of the Greater Delaware Valley, Inc. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us. Alternative Investments - Going Mainstream. Put It in a Letter.

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1

Estimating the Cost of College | Capital Planning Associates of the Greater Delaware Valley, Inc.

http://www.hrenzicpa.com/resource-center/investment/estimating-the-cost-of-college

Capital Planning Associates of the Greater Delaware Valley, Inc. 12 Questions to ask an investment advisor. Estimating the Cost of College. Public Costs. Average in–state tuition and fees for public four-year institutions was $9,410 for the 2015-2016 school year. Out-of-state tuition for these same institutions averaged $23,893. Source: College Board, 2015. It doesn’t take a degree in finance to see the cost of college continues to rise. Source: College Board, 2015. If you’ve already put money away...

2

Resource Center

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Capital Planning Associates of the Greater Delaware Valley, Inc. 12 Questions to ask an investment advisor. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Managing your money involves more than simply making and following a budget.

3

Glossary | Capital Planning Associates of the Greater Delaware Valley, Inc.

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Capital Planning Associates of the Greater Delaware Valley, Inc. 12 Questions to ask an investment advisor. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodical...

4

Tax | Capital Planning Associates of the Greater Delaware Valley, Inc.

http://www.hrenzicpa.com/resource-center/tax

Capital Planning Associates of the Greater Delaware Valley, Inc. 12 Questions to ask an investment advisor. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Learn more about taxes, tax-favored investing, and tax strategies.

5

Pay Yourself First | Capital Planning Associates of the Greater Delaware Valley, Inc.

http://www.hrenzicpa.com/resource-center/money/pay-yourself-first

Capital Planning Associates of the Greater Delaware Valley, Inc. 12 Questions to ask an investment advisor. 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 the first payment of each month into your savings account. The Genius of Pay Yourself First. The trick is to prioritize&#...

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Home: Capital Planning Associates of the Greater Delaware Valley, Inc.

Capital Planning Associates of the Greater Delaware Valley, Inc. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Capital Planning Associates of the Greater Delaware Valley, Inc. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us. Alternative Investments - Going Mainstream. Put It in a Letter.

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