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Key Takeaways: A retirement paycheck isn’t one investment doing a salary’s job...
Key Takeaways Reporting assets under the wrong family member or including non-assessable accounts...
Key Takeaways: Your savings balance doesn’t answer the income question on its own. What...
Key Takeaways The FAFSA uses the Federal Methodology (FM) to assess income and assets without...
For families with a student headed to college, financial aid can feel like a black box. Between a...
Key Takeaways Application Types Matter: Primary home equity and retirement accounts are excluded...
Key Takeaways Gift aid and self-help aid are not the same thing — only scholarships and grants lower...
Key Takeaways: Start with the after-tax income you actually need. A tax-efficient plan works...
Key Takeaways: Where you withdraw from determines how much tax you pay. The same amount of money can...
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ABOUT OUR BLOG:
Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families.
The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.