Capstone Wealth Partners

Day: December 3, 2021

Cwp Did You Know You Were Wealthy

Did You Know You Were Wealthy?

“Wealthy”… “Financially successful”…  Most people don’t walk around saying “I’m so wealthy!”, except for maybe Thurston Howell III on Gilligan’s Island.

We don’t perceive ourselves as being wealthy. But how are those words defined when we are talking about paying for college and financial aid? You may be surprised that how you define wealthy is not the same as how the federal government defines wealthy. What can you do to make college more affordable if it turns out you are deemed to be “wealthy”?

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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.

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