Capstone Wealth Partners

Category: College Planning

How to Select a Financial Advisor

You have hit a point in your life when things are coming together. You are seeing success in your career. Your family is growing. You have a 401k for your retirement and 529 plans for your children. You’re paying your mortgage. All is good. Why would you need a financial advisor when everything seems fine? Maybe you are wondering…could it be better? How can you find just the right advisor to put your interests first?

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Cwp How To Make Changes To The Fafsa (2)

How to Make Changes to the FAFSA

So you clicked submit on your Free Application for Federal Student Aid (FAFSA? Congratulations on completing this often onerous task! Sometimes after filing, changes happen that need correction. What if

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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.

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