How One Family Cut the Cost of College by $30,000 – A Capstone Case Study
At Capstone, our advisors sit with families every day to discuss their unique situations. One of the things we love about good financial planning is there is no one size fits all cookie cutter solutions. Sometimes we have a client whose situation may be similar to yours, and who we can learn from in the form of a case study. Their situation brings up many facets you can learn from including tax considerations, loan payments, and grandparent’s estate planning.