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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...
When families first open a College 529 plan, their primary concern is to ensure they will have...
The cost of higher education is reaching record highs. Now more than ever, families are in dire need...
The landscape of higher education in 2026 is undergoing a massive contraction. In the news, you may...
It’s almost time for summer break for the Class of ’27, and that means it’s time...
Last week, I had the honor of being featured in a MarketWatch article on the importance of finding a...
Decision Day is less than a month away! Now that the focus has shifted away from “Where did...
Forget the tournament — the real “Madness” is college tuition. With some colleges...
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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.