
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

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

Sophomore year is a time when high school students have settled in. They know the drill, and are comfortable with how high school works. At this point, they will start

EVERY SECOND America’s student loan debt GROWS by $2,726!
In the last ten years, the total student loan debt in America went from $487 Billion to $1.363 Trillion as of the second quarter of 2016. WOW!
Loans come in two forms – federal and private (bank) – and no matter who you borrow the money from, you will need to repay it with interest so you need to understand the different types of loans and how they work.

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

[vc_row][vc_column][vc_column_text css=””]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

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
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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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