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The Ohio Grandparent’s Guide to Superfunding a 529 Plan

Grandparents often look for ways to leave a lasting legacy. While toys and clothes are quickly...

Why Test Scores Still Dictate the True Cost of College

The deadlines to sign up for the ACT and SAT over the summer and into the fall are approaching, and...

New Federal Student Loan Rates for 2026-2027

Key Takeaways: Federal student loan rates are rising for 2026–2027, making borrowing decisions more...

Catch Me If You Can: Time is Running Out for Parent PLUS Loans

Key Takeaways: Parent PLUS borrowers have a limited window to protect their future borrowing and...

The Smart Parent’s Guide to College Visits

Key Takeaways: College visits help students evaluate academic fit, campus culture, and overall...

How to Use Roth Conversions Without Jumping Tax Brackets

Key Takeaways: Plan the tax cost first. Moving pre-tax dollars into a Roth account can be useful...

The Death of the SAVE Plan and What the New “RAP” System Means for Your Student Loans

Key Takeaways: The SAVE plan’s end changes how borrowers approach federal student loan repayment and...

Tax Planning Strategies for Your Final 5-10 Working Years

Key Takeaways: Your final working years are a valuable window for tax planning. Income, savings...

The End of the Blank Check Era for Federal Student Loans

For decades, paying for higher education often relied on a simple, if risky, math equation: whatever...
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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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