Capstone Wealth Partners

Author: Joe Messinger, CFP®

How to Select a Financial Advisor

You have hit a point in your life when things are coming together. You are seeing success in your career. Your family is growing. You have a 401k for your retirement and 529 plans for your children. You’re paying your mortgage. All is good. Why would you need a financial advisor when everything seems fine? Maybe you are wondering…could it be better? How can you find just the right advisor to put your interests first?

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Cwp How To Make Changes To The Fafsa (2)

How to Make Changes to the FAFSA

So you clicked submit on your Free Application for Federal Student Aid (FAFSA? Congratulations on completing this often onerous task! Sometimes after filing, changes happen that need correction. What if

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Cwp 9 Things You Should Know About The Css Profile So You Can Know Before You Go 600x400

9 things you should know about the CSS Profile so you can “Know Before You Go”

How does your home equity affect your student’s financial aid? And what do the following words all have in common: tedious, cumbersome, difficult, time-consuming, and sometimes expensive? They are all words which can describe the “College Scholarship Service PROFILE” or CSS/Financial Aid PROFILE® offered by the CollegeBoard.org and your home equity plays a role.  Not to worry, we have you covered.

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Action Plan for College: Junior Year

Junior year is when students can start to see the finish line of high school. They are actively thinking about their next steps–college, career, or maybe military? Things have become

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Action Plan for College: Senior Year

Senior year…the pinnacle of the high school journey. This year will fly! Senior year is filled with milestones and memories, and we’re sorry to say — stress. Understanding the tasks

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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.

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