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Protect Your Retirement First: Always prioritize your emergency fund and retirement savings before...
Key Takeaways: Your cheapest tax years are the ones right around your last day of work. Once the...
Key Takeaways: The number on your statement is not the amount you can spend. Between federal and...
Since I’m a certified college financial consultant, I usually talk with families about how to...
One of the most fun parts of college planning is college visits. Your child will undoubtedly become...
If your student isn’t quite ready to commit to a full four-year degree overseas — or if they are...
Key Takeaways: RMD planning starts before RMDs arrive. The strongest planning window often comes...
Key Takeaways: Tax diversification gives you more flexibility by creating multiple ways to generate...
Grandparents often look for ways to leave a lasting legacy. While toys and clothes are quickly...
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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.