Three Elements of Financial Advice, One Specialized Solution
COLLEGE
When your child is nearing the end of high school, you might be feeling overwhelmed by a looming question: How are we going to pay for their college education? At Capstone, we help families put a plan in place, increase college affordability, and balance education costs with other financial goals.
RETIREMENT
Many parents put retirement on the back burner because they’re so focused on four years of tuition costs for their kids. Sound familiar? We help you make empowered saving decisions that set you – and your family – up for long-term success.
INVESTMENTS
We’re firm believers that, through a structured investing approach, you can build a plan that supports both education costs and retirement planning. We help you manage and adjust your portfolio based on academic research, and a focus on low-cost, tax-efficient investing.
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The Capstone Blog
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College Students and Credit Cards
Every year as parents send their children off to college for the first time, they wonder...should I get my child... read more →
October 18, 2024
Student’s Spending Habits
Mid-fall break is a great time to check in with your student about their budget, what they're doing well, what... read more →
October 10, 2024
The Most Dangerous Words in College Planning
"If you get in, we'll make it work." These 8 words are by far the most dangerous words in college... read more →
September 19, 2024
College Fairs: A Useful Tool for All High School Students
We’re honored to be presenting this updated guest blog on college fairs from our friend Beth Probst, Founder and CEO... read more →
September 12, 2024
Today’s Colleges: Sophisticated Marketing Machines
We have to warn you. The competition for your student is fierce. Many parents already know what we’re talking about.... read more →
September 3, 2024
Important Update: FAFSA Application Period Opening on December 1st 2024
As we step into the new year, we wanted to bring to your attention a significant change in... read more →
August 20, 2024
College Visits
Back to school is right around the corner, and many families are planning college visits for Labor Day weekend now... read more →
August 19, 2024
The Smart Parent’s Guide to Preparing for College
With college being one of the most rapidly-increasing expenses in modern America, it can be daunting to look at the... read more →
August 16, 2024
Smart Money Moves For the College-Bound™