Summer is prime time for high school families to hit the road for college visits. Without the pressure of regular classes, you and your prospective student have the breathing room
Key Takeaways: Plan the tax cost first. Moving pre-tax dollars into a Roth account can be useful, but the benefit depends on knowing how the conversion will affect your return
The landscape of federal student loan repayment has been completely rewritten. If you’ve been keeping an eye on the news regarding the Saving on a Valuable Education (SAVE) plan, the
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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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