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How to Successfully Pay for College AND Fund Your Retirement

Once upon a time there were two families. Both families had well-paying jobs, and their children...

How to Pay for College in the Fall When COVID-19 Has Changed Your Reality

You did everything right. You planned out how to pay for college in four years just like we...

Figuring Out College Planning in a Time of COVID-19

Our world is all topsy-turvy. COVID-19 has impacted every aspect of our lives. Hopefully as you read...

Avoiding a 529 Penalty When You Receive a Refund

Parents can use money from a 529 college savings plan to pay for qualified higher education expenses...

The Stimulus Package and Student Loans

The following is a transcript of a video from our Partners, College Aid Pro™ on the Stimulus Package...

Paying NCAA Athletes: What Does That Mean?

College sports is big business. The NCAA earns billions of dollars every year, and colleges are...

Making the Most of Tax Advantaged Savings Plans

In an earlier blog, we took a look, in a general way, at some key investment concepts. Now...

The College Visit Scorecard and Money Questions You Need to Ask

When the calendar turns to March, many families start to plan college visits. High school sophomores...

Planning for Multiple Children in College at the Same Time

When planning families, future parents don’t think to themselves, “Gee, we better space...
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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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