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Securities offered through H. Beck, Inc. (HBI), Member FINRA, SIPC. Investment advisory services offered through Capital Assets Planning, Inc., which is not affiliated with H. Beck, Inc. Investments will fluctuate in value and are subject to investment risks which may include loss of some or all of invested principal.
HBI Form CRS:https://bit.ly/HBeck-Disclosures
Capital Assets Planning, Inc. is a Registered Investment Advisor firm. Advisory Services Offered Through Capital Assets Planning, Inc. 1680 Kingsbridge Court Annapolis, MD 21401-6408
Tel: 703-204-9410; 1-800-410-3891; Email: cap@capdupras.com
Constance M. Dupras, CFP®, is an Investment Adviser Representative of Capital Assets Planning, Inc.Constance M. Dupras is a Registered Representative of H. Beck, Inc. Capital Assets Planning, Inc. and H. Beck, Inc. are unaffiliated.Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Please inform her if you are a resident of another state so proper licensing may be obtained before advice is offered.
CAP Clients: Click here to link to your Portfolio Client Statements
Newsletters
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.