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Author: Joe Messinger, CFP®

College Financial Terminology 101 Capstone Wealth Partners Ohio

529 Plan Owners Beware – Use your funds wisely or pay the price

February 18, 2015 No Comments

Many families recognize the value of 529 savings plans.  529 plans provide an easy way to put aside money for college that will earn interest tax-free (when used for qualified college expenses).  Plus by setting up direct deposits, parents can create a deposit schedule for their plan and pretty much forget about it.  However, when the time comes to make withdrawals from that plan, questions can arise.

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Start With FAFSA Capstone Wealth Partners Ohio

Start With The FAFSA – OSCPA Spotlight Video [Part 2 of 5]

November 14, 2014 No Comments

Check out the second post of our 5-part video series, featuring our co-founder, Joe Messinger, CFP®, and Susan Kannenwischer, Director of Financial at Capital University. In this video, Joe and Susan discuss important factors about the Free Application for Federal Student Aid, otherwise commonly known as the FAFSA.

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Are You Pre-Approved For College? Capstone Wealth Partners Ohio

Are You Pre-Approved For College?

October 22, 2014 No Comments

By now, we’ve all seen this storyline unfold before – a recent college grad is buried in six figures of student loans, has no foreseeable job prospects, and has been forced to move back in with Mom and Dad.  More and more, college-educated adults are returning to the nest, putting off first-time home purchases, and delaying marriage and having children.  In large part, this is because they are financially overburdened with student loans – a growing trend that isn’t good for individuals, nor our economy as a whole.

So, how’d we get here and how do we fix it?

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Retirement Through the Lens of Gen X

June 24, 2014 No Comments

If you are part of what is considered to be Generation X (like me), you likely know that you have 20 or 30 years until your so-called retirement at age 65 — or at least that’s what the government and most pension plans peg as a “normal” age of retirement. It seems everyone is always talking about retirement, especially in the media. However, we’re often too busy to listen, as we focus on other aspects of life, such as advancing careers, growing families and businesses, and sending kids to college, all while trying to accumulate a modest nest egg along the way.

So why address a topic that is seemingly more appropriate for your baby boomer parents?

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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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