As the leaves begin to turn across Central Ohio and your students head back to campus in the fall each year, we often focus on the excitement of the new
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,
December is an exciting time for high school seniors and their parents, as you are likely to start receiving acceptance letters and initial scholarship offers from colleges. It feels great
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
A couple of weeks ago, I had a conversation with an admissions director from a top liberal arts school, and the message they’re hearing directly from employers is crystal clear:
Higher-income families that attend the high school financial aid night often walk away with nothing but frustration and feeling like it was a waste of time. If you’re one of
Filing the Free Application for Federal Student Aid (FAFSA) is a critical step in securing college funding, and for families navigating divorce or separation, the process comes with unique and
Many employers are already in or about to begin their annual open enrollment period for employee benefits. This is the key time of year to review your options and make
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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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