Capstone Wealth Partners

Author: Joe Messinger, CFP®

Cwp Teaching Finances To Your Future College Students (1)

Teaching Finances to Your Future College Student

As the parent of a college-bound teenager, you and your teen are making plans and starting to think about the life beyond college. Teens need to understand budgeting and how the decisions they make now could have a huge impact on their future quality of life. We have some tools and ideas that can help.

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Cosigning for Student Loans

Student loans almost always need to be a part of the conversation when talking about paying for college. Not too many of us can afford $25,000 (or more!) every year

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3 Tips for Investing Wisely in a 529 Plan

Fans of ESPN’s College Game Day know the familiar “not so fast, my friend” from Lee Corso. Sometimes we come across articles that cause us to say those very words. While the information is true, we might not 100% agree. We had a “not so fast” moment when reading an article from CNBC about 529 savings plans. The article made some suggestions that may be the right fit for more savvy and experienced investors but not for all—especially if you are a more hands off “do it yourself” investor. (To their credit they do acknowledge this in the article briefly towards the end.)

If you are a DIY 529 investor, here are 3 quick tips for you…

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How much will college cost?

In 2022, the College Board reported the average public 4-year in-state, on-campus “all in” college cost was $27, 940. When we originally wrote this article in 2017, the cost was

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How to Select a Financial Advisor

You have hit a point in your life when things are coming together. You are seeing success in your career. Your family is growing. You have a 401k for your retirement and 529 plans for your children. You’re paying your mortgage. All is good. Why would you need a financial advisor when everything seems fine? Maybe you are wondering…could it be better? How can you find just the right advisor to put your interests first?

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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.

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