Last week, I had the honor of being featured in a MarketWatch article on the importance of finding a balance between saving for college and living a fruitful life with
Decision Day is less than a month away! Now that the focus has shifted away from “Where did they get in?”, families are so relieved to be done with the
Forget the tournament — the real “Madness” is college tuition. With some colleges charging over $100,000 per year, the “sticker shock” of tuition is REAL! But if you have a
The old adage “the juice ain’t worth the squeeze” doesn’t just apply to business and politics — it also applies to many families navigating the complex world of college financial
Choosing a high school course load used to be simple, but in today’s world of college admissions, “rigor” is the name of the game. From AP and IB to CCP
Do you believe in love at first sight? Colleges and universities are hoping you do, because the moment you step onto their campus, they have a “product” to sell you,
When parents think of paying for college, they think of scholarships. They often hear stories about students winning full rides, or applying for a range of unusual private scholarships that
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?
The 2025 College Football Playoff bracket is set, but while the teams prepare for the gridiron, families across the country are facing a different kind of competition: the college financial
In Part 1 of College Planning with Tax Strategies, we looked at tax strategies higher-income families can use, including gifting appreciated assets to your child and personal tax filings. Today,
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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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