Key Takeaways: Where you withdraw from determines how much tax you pay. The same amount of money can carry very different tax bills depending on whether it comes from a
Key Takeaways There are two distinct kinds of appeals. Special circumstance appeals address real financial hardship, and competitive appeals help you beat a peer school’s better offer; each requires a
Early Decision significantly boosts admission odds: Highly selective universities admit a substantially higher percentage of applicants during the Early Decision round compared to Regular Decision pools. It is a legally
The Scholarship Numbers Game: Fewer than 2% of high school athletes receive an athletic scholarship, and only ~1% get a full ride. Relying solely on athletic aid is a risky
Key Takeaways: Your cheapest tax years are the ones right around your last day of work. Once the paycheck stops but before your benefits and required withdrawals begin, your income
Key Takeaways: The number on your statement is not the amount you can spend. Between federal and state taxes and Medicare premiums, the cash that actually reaches your budget can
Since I’m a certified college financial consultant, I usually talk with families about how to finance and fund their child’s higher education aspirations. But before your family can hand over
One of the most fun parts of college planning is college visits. Your child will undoubtedly become enamored with dorms, dining halls, and academic programs, but it’s crucial to step
If your student isn’t quite ready to commit to a full four-year degree overseas — or if they are already at a U.S. university but want a taste of the
Key Takeaways: RMD planning starts before RMDs arrive. The strongest planning window often comes after work slows down and before required withdrawals, Social Security, pensions, and Medicare thresholds limit income
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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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