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Key Takeaways: The SAVE plan’s end changes how borrowers approach federal student loan repayment and...
Key Takeaways: Your final working years are a valuable window for tax planning. Income, savings...
For decades, paying for higher education often relied on a simple, if risky, math equation: whatever...
Is your student obsessed with the romanticism of international student life? Who wouldn’t want to...
The landscape of American higher education is undergoing its most radical transformation in a...
Key Takeaways: Tax planning before retirement is about timing. The goal is to understand when...
Key Takeaways: Roth conversions are a timing decision. Converting before retirement may help reduce...
Key Takeaways: Income acceleration is about control. Recognizing some income before retirement may...
Key Takeaways: Tax decisions should not be made in isolation. A Roth conversion, IRA withdrawal, or...
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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.