Key Takeaways: College visits help students evaluate academic fit, campus culture, and overall college experience. A thoughtful campus tour goes beyond the highlights to uncover what daily life is really
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
Key Takeaways: The SAVE plan’s end changes how borrowers approach federal student loan repayment and forgiveness options. The new RAP system may affect monthly payments, repayment timelines, and long-term costs.
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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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