Retirement & Estate Planning - Investment Management - Insurance

The advisors of Cal Cap Planning, Inc. are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Arizona, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Virginia, Washington, and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
Advisory services offered through Royal Alliance Associates,
Inc., a Registered Investment Advisor.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer "BD", investment advisor "IA", a BD agent,
or IA Representative may only transact business in a state
if first registered in that state, or is excluded or exempt
from registration in that state as a broker-dealer, investment
adviser, BD agent or IA Representative, as appropriate. Follow-up,
individualized responses to persons in a state by such a firm
or individual that involve either affecting or attempting
to affect transactions in securities, or the rendering of
personalized investment advice for compensation, will not
be made without first complying with appropriate registration
requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary
history of a broker-dealer, investment adviser, BD agent,
or IA rep, a consumer should contact his or her state securities
law administrator.
Newsletters
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HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.
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Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Your Business: New Rules for Writing Off Restaurant Meals
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.