(781) 784-7979 info@caplanmgmt.com

      ARTICLES

      Estate Planning: It’s for Everyone

      If you’re like many people, you’ve thought about making an estate plan, but you just never get around to doing it. Perhaps you’re too busy, or maybe you’d rather avoid considering what will happen in the event of your incapacity or death. Although these concerns are understandable, estate planning is a vital component of your financial well-being—and one that’s best tackled sooner rather than later.

      read more

      Building a Better, Budget-Friendly Vacation

      With summer just around the corner, it’s time to get moving on your vacation plans before it’s too late. Whether you decide to book online yourself or go through a travel agent, here are some tips to help you save time and money.

      read more