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The “Big, Beautiful Bill” (BBB) passed over the July 4th weekend, so I wanted to dive deep into this new legislation, and break down three key areas that will directly […]
Today, I’m featuring a guest post from Amber Gilsdorf, Director of College Planning at Estrela Consulting, LLC, a multi-consultant college planning firm based in Ohio. Amber supports and mentors all […]
For any parent thinking about the future, the cost of college is a looming concern. The familiar landscape of FAFSA forms, Pell Grants, and student loans has been the standard […]
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 […]
Grandparents want to help, especially when it comes to financing their grandkids’ college education. They want to see their grandkids to receive an excellent education, graduate with little or no […]
Today’s students are often looking for a way to serve others and their community. In addition, they are thinking about how to pay for their education. Military service in one of its many forms can meet both needs--paying for college and providing a much needed service to our country. You
The Student Success and Taxpayers Savings Plan is a piece of legislation rapidly making its way through Congress, having recently passed the House Education and Workforce Committee and now on […]
In America today, only 78% of families with children are saving for college, and only 48% of those surveyed are saving and using a 529 plan to do it! The […]
If your family’s summer plans include lots of college visits, remember: these visits aren’t just to get a feel for the campus vibe, but also to learn in-depth about the […]
April is here. Acceptance letters and aid packages have arrived. Now comes the hard part: making the final decision of where to commit for the next four years. With National […]
The title of this blog post may seem to go against everything we share at Capstone Wealth Partners. We always talk about the importance of choosing a college you (and […]
We know the headlines this week have been worrisome, but we want to remind you, our valued clients, that at Capstone, we craft your financial plan and investment strategies to […]
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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.