Capstone Wealth Partners

Category: College Planning

Cwp The Mysteries Of The Financial Aid Award Letters

The Mysteries of the College Financial Aid Award Letter

If you have seen my college presentations, you know I start a lot of my talks with two questions…

1.How many of you are concerned about your child getting into their dream school?

2.If they get in, how many of you are concerned about how to pay for it?

The answers are always the same — 100% of you say yes!

If you’re a fan of “The Middle” TV show like we are, you may have seen this clip when Sue receives the letter about her college financial aid package. She wonders how can she survive college if she can’t even understand her letter? — a valid question.

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Cwp Finding Money For College

Finding Money for College

Updated January 2022. We hear the question all the time: “Where can I find scholarships for my child?” Typically, when clients ask this, we will direct them to a few

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Cwp Paying For College Abroad (1)

Paying for College Abroad

Attending college in a foreign country will appeal to many college-bound students. The architecture, the history, and the learning experience of traveling is priceless. Should families hesitate and discourage studying

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Cwp Did You Know You Were Wealthy

Did You Know You Were Wealthy?

“Wealthy”… “Financially successful”…  Most people don’t walk around saying “I’m so wealthy!”, except for maybe Thurston Howell III on Gilligan’s Island.

We don’t perceive ourselves as being wealthy. But how are those words defined when we are talking about paying for college and financial aid? You may be surprised that how you define wealthy is not the same as how the federal government defines wealthy. What can you do to make college more affordable if it turns out you are deemed to be “wealthy”?

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The Paying for College Paradox

Consider this: The Oxford Dictionary defines “paradox” in part as “a statement or proposition that, despite sound (or apparently sound) reasoning from acceptable premises, leads to a conclusion that seems

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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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