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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
act sat capstone wealth ohio

Tips to Prepare for the ACT and SAT Exams – What You Need to Know

We're honored this week to be presenting this guest blog from our friend Jordan Schanda, co-founder of ScholarPrep. Together with her mother, Christina, they developed ScholarPrep out of Jordan's personal... read more →
  • March 3, 2017
  • Joe Messinger, CFP®
  • College Planning
Need-Based Financial Aid capstone wealth ohio

Getting the Most Need-Based Financial Aid You Can

Trying to figure out how much a college will cost a family is based on many factors including a family’s need and a student’s academic merit or other talent. Determining... read more →
  • February 24, 2017
  • Joe Messinger, CFP®
  • College Planning
Federal Financial Program capstone wealth ohio

The Chief Operating Officer of a $127 Billion Federal Financial Program

So much has been written about the nomination and confirmation of Betsy DeVos as the new Secretary of Education. Both sides of the argument have been vehement in their opinions... read more →
  • February 18, 2017
  • Joe Messinger, CFP®
  • College Planning
College Planning with Tax Strategies capstone wealth ohio

College Planning with Tax Strategies: Part 2 – Opportunities Available to the Business Owner

In Part 1, we looked at college planning with tax strategies higher income families can use including gifting appreciated assets to your child and personal tax filings. Today, we’re going to... read more →
  • November 18, 2016
  • Joe Messinger, CFP®
  • College Planning
divorced parents capstone wealth ohio

How Divorced Parents Pay for College

Our Tips for Minimizing the Cost of College The reality today is not all marriages last forever. When a marriage results in children and those children grow up to be... read more →
  • October 1, 2016
  • Joe Messinger, CFP®
  • College Planning
financial aid FAFSA

Big Changes in College Financial Aid

Starting this fall (Editor's note: This article originally posted in 2016), students will be able to file the famously complex Free Application for Federal Student Aid (FAFSA) for financial aid months... read more →
  • September 16, 2016
  • Joe Messinger, CFP®
  • College Planning
Ohio State University Enrollment Statistics capstone wealth ohio

Ohio State University Enrollment Statistics That Will Shock You

The Ohio State University sees record numbers…again! Last year at this time, we were writing about the record high average ACT scores for incoming Ohio State Main Campus freshmen (28.9... read more →
  • September 1, 2016
  • Joe Messinger, CFP®
  • College Planning
student loan debt capstone wealth ohio

Are you trapped under something heavy (student loan debt)?

The numbers are staggering... $1.3 trillion – total outstanding student loan debt in America 38 million – number of Americans with student loan debt $37,172 - The amount the average... read more →
  • June 17, 2016
  • Joe Messinger, CFP®
  • College Planning
fight for your right capstone wealth ohio

You gotta’ fight for your right: FERPA and privacy

FERPA…sounds like a weird noise doesn’t it? Like FERPA…oh, excuse me! But FERPA stands for Family Educational Rights and Privacy Act of 1974 and is a federal law protecting the... read more →
  • June 2, 2016
  • Joe Messinger, CFP®
  • College Planning
Teacher Loan Forgiveness

Teacher Loan Forgiveness – Knowledge to Help You Plan

Teachers…we depend on them. We trust them with our children, and their place in society is vitally important. We all know the starting salary of a teacher does not reflect... read more →
  • May 20, 2016
  • Joe Messinger, CFP®
  • College Planning
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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

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