The One Big Beautiful Bill: What Our Clients Need to Know
You probably have a lot of questions about how the One Big Beautiful Bill Act will alter your financial planning future and the good news is, for Capstone Clients, roughly
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The Capstone Way
At Capstone Wealth Partners, we’re not your typical financial advisors. We’re committed to The Capstone Way – putting your needs first through transparent, goals-oriented planning and sustained support. Let us help you achieve financial clarity and confidence, no matter what stage of life you’re in.
Traditional Advisor
• Commission-based or asset-under-management (AUM) fees, always trying to get more assets under their “umbrella” or sell you something you don’t need.
• They start with assets first – trying to manage your investments or come up with a strategy before they even know you, your family, or your goals.
• Transactional, with a focus on product sales, investment strategy, and limited face time.
Capstone Advisor
✓ We are a fee-only firm, not trying to sell you insurance products or invest all your assets with us.
✓ We start with a comprehensive goals-based plan to organize your priorities, then build a customized financial strategy.
✓We are a trusted partner, providing ongoing guidance, education, and a listening ear – here to help you work through life’s wins and challenges, and adjust your plan accordingly in each new season.
The Elements of a Financial Strategy
There is more to financial planning than just investment management. The Capstone Way is a comprehensive approach that prioritizes your unique needs and goals. This method integrates the many aspects of your financial life into a cohesive strategy.
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From the Capstone Blog
Student Loans: What You Need to Know
EVERY SECOND America’s student loan debt GROWS by $2,726!
In the last ten years, the total student loan debt in America went from $487 Billion to $1.363 Trillion as of the second quarter of 2016. WOW!
Loans come in two forms – federal and private (bank) – and no matter who you borrow the money from, you will need to repay it with interest so you need to understand the different types of loans and how they work.
What the “Big Beautiful Bill” Means for Higher Ed
The “Big, Beautiful Bill” (BBB) passed over the July 4th weekend, so I wanted to dive deep into this new legislation, and break down three key areas that will directly
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