
The Private College 529 Plan: A Unique Way to Save and Pay for College
What if you could lock in today’s tuition for a child who won’t actually go away to college for many years? What if you could save money to pay for

What if you could lock in today’s tuition for a child who won’t actually go away to college for many years? What if you could save money to pay for

Going to college is an investment. If you are going to spend upwards of $100,000 on something, it better be worth the money, and just like any other investment you must make the most of it.
Unfortunately, a new study showed that millennials are graduating with more advanced degrees than their boomer parents BUT are earning less.

Have you seen the headlines? The government was making it harder for students to file their federal financial aid applications. In March without warning, the IRS shut down the Data Retrieval Tool with the statement that it was not secure and could be a security risk to personal information on file with the IRS.

Preparing for the ACT and SAT is an important part of the college prep process. Not only do these tests play a role in college acceptance, they are also a significant factor in winning scholarships.

Determining a family’s need when looking at college costs, can be a tricky task because different colleges come at the problem in different ways. Each of the 3 different methodologies could save thousands of dollars depending on a family’s financial situation, but understanding which formula your targeted colleges use and how each works is key to finding those savings.

The Secretary of Education is the Chief Operating Officer of the US Department of Education. As our title mentions, we are not talking about little numbers for this COO. We’re talking about $127 billion budget annually!

How to cut the cost college for families is based on your family’s situation. Business owners have special opportunities available to them through tax strategies. We want to demonstrate how families sometimes need to think outside the box to realize the most savings and utilize their own student’s tax capacity.

The reality today is not all marriages last forever. When a marriage results in children and those children grow up to be college-bound students, you need to know how your divorce impacts your college cost bottom line. The good news is the financial aid system can work to your benefit if you know how it all works!

Starting this fall, students will be able to file the famously complex Free Application for Federal Student Aid (FAFSA) months earlier using older tax data. This year for the first time the FAFSA will open in October instead of January as it has in the past. What does this mean for you?

Last year at this time, we were writing about the record high average ACT scores for incoming Ohio State freshmen (28.9 in 2015). Guess what…the newest OSU class of freshmen has surpassed that record yet AGAIN. What’s the new number? 29.2!
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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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