529 plans are a great way to take advantage of potential tax savings and grow your investment in a simple and flexible way. But did you know about these secrets
Grandparents want to help, especially when it comes to financing their grandkids’ college education. They want to see their grandkids to receive an excellent education, graduate with little or no
Today’s students are often looking for a way to serve others and their community. In addition, they are thinking about how to pay for their education. Military service in one of its many forms can meet both needs–paying for college and providing a much needed service to our country. You may want to take a closer look.
In America today, only 78% of families with children are saving for college, and only 48% of those surveyed are saving and using a 529 plan to do it! The
The title of this blog post may seem to go against everything we share at Capstone Wealth Partners. We always talk about the importance of choosing a college you (and
We know the headlines this week have been worrisome, but we want to remind you, our valued clients, that at Capstone, we craft your financial plan and investment strategies to
I received a good question from a parent during my last Smart Money Moves™ Webinar, so I wanted to address it on the blog: “With the recent D.O.E. news, federal
The dismantling of the Department of Education is underway, and because the D.O.E is the backbone of the entire federal financial aid system, the impact on federal student aid could
When you have the College Money Talk with your child, put it in terms they can understand, like luxury cars. You already know a Porsche is going to burn an
I’ve been helping families save big on higher education for over 15 years now, but the look on parents’ and students’ faces when they find out we just saved them
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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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