“Head Of The Class” – FA Magazine Article, September 2017
Capstone Wealth Partners is honored to be a part of this recent article from FA (Financial Advisors) Magazine. All too often financial advisors are at a loss when it comes
Capstone Wealth Partners is honored to be a part of this recent article from FA (Financial Advisors) Magazine. All too often financial advisors are at a loss when it comes

We came across an article the other day about gaming college rankings. This interesting piece digs deep into the story of Northeastern University. They made a conscious decision in the

Taking a moment to share with families some of the work we are doing with financial advisors to give them the skills to help college-bound families…like you! Capstone College Partners

Every year college students and their families file financial aid applications. The FAFSA or Free Application for Federal Student Aid is the tool used to apply. The Department of Education
How does this fee-only advisor leverage his proprietary “College Pre-Approval” process to help families with college financial planning? Capstone is excited and humbled to be sharing this article from “529

You’ve been saving in your 529 plan getting ready for that day when your student goes off to college. Well, the day has finally come. What now?! What do parents

What if you could lock in today’s tuition for a child who won’t actually go away to college for many years? What if you could save money to pay for

Going to college is an investment. If you are going to spend upwards of $100,000 on something, it better be worth the money, and just like any other investment you must make the most of it.
Unfortunately, a new study showed that millennials are graduating with more advanced degrees than their boomer parents BUT are earning less.

Have you seen the headlines? The government was making it harder for students to file their federal financial aid applications. In March without warning, the IRS shut down the Data Retrieval Tool with the statement that it was not secure and could be a security risk to personal information on file with the IRS.

So, do you wish you lived in New York? If you aren’t a resident of NY, you might consider it now that the state of New York has become the first to offer free tuition to in-state students attending public college in their home state. What are the particulars? How are they making this happen?
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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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