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
Applying for financial aid is a critical step in making college affordable, but the process is complex and full of potential missteps. Simple mistakes on financial aid applications — such
Determining financial aid is based on a family’s “need.” Need is determined by looking at a family’s income and assets — and, in some financial aid applications, expenses like medical
The Free Application for Federal Student Aid (FAFSA) and the CSS Profile are the keys to unlocking crucial financial assistance for many families. However, a single misstep can jeopardize receiving
In your child’s freshman year, everything about high school is new (and sometimes kind of scary). New school, new classes, new classmates, new teachers…your child is starting on the next
Junior year is when students can start to see the finish line of high school. They are actively thinking about their next steps–college, career, or maybe military? Things have become
Senior year…the pinnacle of the high school journey. This year will fly! Senior year is filled with milestones and memories, and we’re sorry to say — stress. Understanding the tasks
Sophomore year is a time when high school students have settled in. They know the drill, and are comfortable with how high school works. At this point, they will start
The sticker price of Columbia University is at a whopping $93,000 per year. Of course, that’s the most expensive school in the country, but the average cost of college is
You probably have a lot of questions about how the One Big Beautiful Bill Act will alter your financial planning future and the good news is, for Capstone Clients, roughly
No spam, guaranteed.
Please read our Privacy Policy.
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.
Register For “Smart Money Moves for the College-Bound™”