If you are a regular reader of Capstone Wealth Partners’ blog, you know the price of college is soaring to record levels. To make this massive purchase (and make no
Fans of ESPN’s College Game Day know the familiar “not so fast, my friend” from Lee Corso. Sometimes we come across articles that cause us to say those very words. While the information is true, we might not 100% agree. We had a “not so fast” moment when reading an article from CNBC about 529 savings plans. The article made some suggestions that may be the right fit for more savvy and experienced investors but not for all—especially if you are a more hands off “do it yourself” investor. (To their credit they do acknowledge this in the article briefly towards the end.)
If you are a DIY 529 investor, here are 3 quick tips for you…
In 2022, the College Board reported the average public 4-year in-state, on-campus “all in” college cost was $27, 940. When we originally wrote this article in 2017, the cost was
Negotiation is an art. Lawyers negotiate contracts, deals, and settlements on behalf of their clients, real estate agents negotiate housing prices for hopeful homeowners, business professionals negotiate the price of
High school seniors and their families are waiting on pins and needles in mid-February. They have acceptance letters from several colleges, but they might not know a very important key
March 15th is typically a time when financial aid award letters from colleges are received by families. They have already been through the college application process in the fall and hopefully they got everything in on time. They also should have already applied for financial aid via the FAFSA (Free Application for Federal Student Aid)—ideally by January 15th for those that are seniors in order to meet the priority filing deadline for financial aid that is as early as February 1st. Your student has been accepted, you have the financial aid award letter, and you are struggling to compare one to the other to find the best fit your for family. What to do?
Did you know no actual mythological stories exist about the unicorn? “The truth is, unlike almost every single other mythical creature, the unicorn does not appear anywhere in any culture’s actual mythology.”¹ Was it possible this creature actually existed? What the heck does this have to do with college?!
We’re searching for the Unicorn University—not the myth—the one perfect for you.
Families often wonder how to pay for college with loans. It’s tough to know how to make smart decisions that will positively impact your future and your child’s. As of
The United States is home to approximately 6,000 colleges and universities. Having that many schools to choose from can be both a blessing and a curse. Yes, every student can
Ugift ® has made it easier to gift money directly to 529 plans at no cost to the giver or the receiver. Saving early and often can go a long way to minimize debt. Every little bit helps!
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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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