Capstone Wealth Partners

Author: Joe Messinger, CFP®

Cwp Did You Know You Were Wealthy

Did You Know You Were Wealthy?

“Wealthy”… “Financially successful”…  Most people don’t walk around saying “I’m so wealthy!”, except for maybe Thurston Howell III on Gilligan’s Island.

We don’t perceive ourselves as being wealthy. But how are those words defined when we are talking about paying for college and financial aid? You may be surprised that how you define wealthy is not the same as how the federal government defines wealthy. What can you do to make college more affordable if it turns out you are deemed to be “wealthy”?

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CWP - PSLF Blog

PSLF Overhaul: What You Need to Know

In October 2021, the US Department of Education initiated an overhaul of the existing Public Service Loan Forgiveness program (PSLF). Per the US Department of Education: “The Department estimates that

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The Paying for College Paradox

Consider this: The Oxford Dictionary defines “paradox” in part as “a statement or proposition that, despite sound (or apparently sound) reasoning from acceptable premises, leads to a conclusion that seems

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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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