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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call
Cwp How To Choose A 529 College Savings Plan (1)

How to Choose a 529 College Savings Plan

If you are a regular reader of Capstone Wealth Partners' blog, you know the price of college is soaring to record levels. To make this massive purchase (and make no... read more →
  • May 26, 2023
  • Joe Messinger, CFP®
  • College Planning
Cwp 3 Tips For Investing Wisely In A 529 Plan (1)

3 Tips for Investing Wisely in a 529 Plan

Do you want to know more about how to invest in your child's 529 Plan? Many families understand that saving for college is essential, but that's where their knowledge begins... read more →
  • May 19, 2023
  • Joe Messinger, CFP®
  • College Planning, Investing
Cwp College Visit (1)

11 Secrets You Didn’t Know About 529 College Savings Plans

529 plans are a great way to take advantage of potential tax savings and grow your investment in a simple and flexible way. But did you know about these secrets... read more →
  • May 12, 2023
  • Joe Messinger, CFP®
  • College Planning
Cwp College Visit

529 Myths Prevent Understanding of This College Savings Tool

In America today, only 78% of families with children are saving for college and only 48% of those surveyed are saving are using a 529 plan to do it! The... read more →
  • May 5, 2023
  • Joe Messinger, CFP®
  • College Planning
Cwp How Much Will College Cost

How much will college cost?

In 2022, the College Board reported the average public 4-year in-state, on-campus "all in" college cost was $27, 940. When we originally wrote this article in 2017, the cost was... read more →
  • April 28, 2023
  • Joe Messinger, CFP®
  • College Planning
Cwp How To Select A Financial Advisor (1)

How to Select a Financial Advisor

Did you know that just about any advisor can call themselves a financial planner even though they derive all of their income from sales commissions? It's frustrating to hear stories... read more →
  • April 21, 2023
  • Joe Messinger, CFP®
  • College Planning
Cwp The Fafsa Is Changing Here's What You Need To Know (1)

The FAFSA Is Changing: Here’s What You Need To Know

Federal Student Aid has moved forward with changes to their FAFSA application process for the 2024-25 season. These changes are critical for college-bound families to know, as there are some... read more →
  • April 14, 2023
  • Joe Messinger, CFP®
  • College Planning
Cwp Are You Saving Enough For College

Are you saving enough for college?

The month of April is financial literacy month. We are focusing on financial literacy in the realm of saving for college - a goal that many families are working toward! Many... read more →
  • March 31, 2023
  • Joe Messinger, CFP®
  • College Planning
Cwp A Quick Guide To The Financial Aid Appeals Process

A Quick Guide To The Financial Aid Appeals Process

You can amend your financial aid package based on your student’s application or a change in your family’s situation. How? Through the appeal process. A financial aid appeal is a... read more →
  • March 23, 2023
  • Joe Messinger, CFP®
  • College Planning
Cwp Choosing A College Weighing The Return On Education

Choosing a College: Weighing the Return on Education

We often hear the term "return on investment" or "ROI." In fact, we use those words ourselves all the time at Capstone Wealth Partners. When you invest, you expect a... read more →
  • March 17, 2023
  • Joe Messinger, CFP®
  • College Planning, Financial Planning
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