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.
Featured In:
The Latest from
The Capstone Blog
Are you saving enough for college?
Today we want to dig into one of the most common questions our team receives: Am I saving enough for... read more →
December 12, 2024
Pros and Cons of Community College
When choosing a college, nearly half of students recently surveyed indicated that cost was a key factor when ruling out... read more →
December 6, 2024
How Your Family Can Avoid a Student Loan Crisis
Student loan debt in America is the next financial crisis. In fact, it is the fastest-growing type of debt. Students... read more →
November 14, 2024
How Your Student Can Gain Valuable Career Experience and Earn a Free Ride to College
Has your student been struggling to decide what they want to do after they graduate high school? They're not alone.... read more →
November 7, 2024
Having the College Money Talk with Your Child
We hear these stories every day. Mom, Dad, and high school junior visit a college. Junior is thrilled with the... read more →
October 24, 2024
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