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How Parent Assets Are Reported on College Financial Aid Applications

Key Takeaways Application Types Matter: Primary home equity and retirement accounts are excluded...

How to Read a Financial Aid Award Letter: The Complete Guide to Comparing College Offers

Key Takeaways Gift aid and self-help aid are not the same thing — only scholarships and grants lower...

How to Build a Tax-Efficient Retirement Income Plan

Key Takeaways: Start with the after-tax income you actually need. A tax-efficient plan works...

How Withdrawal Strategies Impact Your Taxes in Retirement

Key Takeaways: Where you withdraw from determines how much tax you pay. The same amount of money can...

How to Appeal a Financial Aid Award Letter (Special Circumstances & Competitive Appeals)

Key Takeaways There are two distinct kinds of appeals. Special circumstance appeals address real...

Can I Use My IRA or 401(k) to Pay for College?

Key Takeaways Yes, you can use IRA money for college. Qualified higher education expenses can...

Is Early Decision Worth It for College Applications?

Early Decision significantly boosts admission odds: Highly selective universities admit a...

The Student-Athlete College Playbook: How to Win at College Athletics Recruiting 

The Scholarship Numbers Game: Fewer than 2% of high school athletes receive an athletic scholarship...

The College Data Crisis: Where Parents Can Find Reliable Numbers Right Now

The College Transparency Act could give families better college cost and outcome data. The...
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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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