Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call
Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call

About Joe Messinger, CFP®

Joe is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, CollegeWire, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community. He is frequently asked to speak at industry conferences about his College Pre-Approval™ process providing Continued Education for CPA’s and CFP® through through the FPA, XYPN, and OSCPA and has been published in the Journal for Financial Planning.
Cwp 11 Secrets You Didn’t Know About 529 College Savings Plans

11 Secrets You Didn’t Know About 529 College Savings Plans

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... read more →
  • May 27, 2022
  • Joe Messinger, CFP®
  • College Planning
Cwp 529 Plan Myths

529 Myths Prevent Understanding of This College Savings Tool

In America today, only 78% of families with children are saving for college and only 48% of those surveyed are saving are using a 529 plan to do it! The... read more →
  • May 20, 2022
  • Joe Messinger, CFP®
  • College Planning
Cwp 3 Tips For Investing Wisely In A 529 Plan

3 Tips for Investing Wisely in a 529 Plan

Do you want to know more about how to invest in your child's 529 Plan? Many families understand that college savings is important, but that's where their knowledge begins and... read more →
  • May 13, 2022
  • Joe Messinger, CFP®
  • College, Investing
Cwp How To Choose A 529 College Savings Plan

How to Choose a 529 College Savings Plan

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... read more →
  • May 6, 2022
  • Joe Messinger, CFP®
  • College Planning
Cwp What Happens When You Can’t Pay Your Student Loan Bill

What Happens When You Can’t Pay Your Student Loan Bill?

We hope the day never comes that you question whether or not you can repay your student loans. Unfortunately, it's tough to predict the future, and some grads will face... read more →
  • April 28, 2022
  • Joe Messinger, CFP®
  • College, Financial Planning
What Is A Credit Score And How Does Interest Work

What Is a Credit Score and How Does Interest Work?

We hear the ads all the time--"Do you know your credit score?" The actors are just miserable because their credit score is "bad." But, what is a credit score anyway?... read more →
  • April 22, 2022
  • Joe Messinger, CFP®
  • Financial Planning
Cwp Comprehensive Guide To Paying Off Student Loans

A Comprehensive Guide to Paying Off Your Student Loans

In today's world, the existence of student loans is more common than ever. With 43 million borrowers, the chances are good that most college graduates will have some amount of... read more →
  • April 15, 2022
  • Joe Messinger, CFP®
  • College Planning, Financial Planning
Cwp The Impact Of Loans On Your Credit (1)

The Impact of Loans on Your Credit

So much depends on your credit score. Credit scores are used by lenders like banks, credit card companies, mortgage lenders, and credit unions. In addition to those, credit scores are... read more →
  • April 8, 2022
  • Joe Messinger, CFP®
  • College Planning, Financial Planning
Cwp Investing 101

Investing 101: A Beginner’s Guide for Recent College Graduates

Updated April 2022. For recent college graduates, investing can seem like an impossible (and massively complex) undertaking. The majority of recent grads are just happy to have a job that... read more →
  • April 1, 2022
  • Joe Messinger, CFP®
  • Investing
Cwp Student Loan Borrowing We're On Dangerous Ground

Student Loan Borrowing: We’re on Dangerous Ground

We've been seeing a dangerous trend. Students entering college are completely ignoring their impending student loan debt. They believe the proposals of several presidential candidates in past elections will actually... read more →
  • March 18, 2022
  • Joe Messinger, CFP®
  • College, College Planning, Financial Planning
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • ...
  • 21

« Previous Page — Next Page »

College-Money-Report

Get the Free College Money Report – customized for you – and know before you go!

Get My Report

No spam, guaranteed.
Please read our Privacy Policy.

ABOUT OUR BLOG:

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.

FILTER BY CATEGORY:

  • College
  • College Planning
  • Financial Planning
  • In The News
  • Investing
  • Retirement
  • Tax Planning

FOLLOW US:

 

Capstone Wealth Management Logo

GET IN TOUCH

The Millennium
6037 Frantz Road
Suite 104
Dublin, Ohio 43017

(614) 754-7805

Book Joe to Speak

UPCOMING EVENTS

  • There are no upcoming events.

FOLLOW US

 
Client Corner
© 2020 Capstone Wealth Partners
  • Privacy Policy
  • Form ADV
  • Advisor Resources
  • Accessibility Feedback