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Dream College Capstone Wealth Partners Ohio

How do you get their attention and get into your dream college?

October 9, 2015 No Comments

We’ll start with a disclaimer—we have no magic wand to waive on how to “show the love” to your favorite college. Besides academic criteria, every university pays attention to different things when they are looking at candidates. But one thing is clear, colleges want to extend acceptance letters, and potentially more generous scholarship offers, to those students who most want to go to their school.  So what are some ways to show you are interested?

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Cash Flow

6 Steps to End the Student Loan Debt Crisis One Family at a Time

August 21, 2015 No Comments

The flood of politicians has begun. The presidential race is heating up and all the candidates are on their soapboxes pledging to lower college costs and solve the student loan debt crisis in America. We decided to throw our hat in the ring. Our campaign promise…to end the student loan debt crisis one family at a time!

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Common Application Capstone Wealth Partners Ohio

The Common Application – A Whole New World

July 22, 2015 No Comments

Parents, do you remember filling out your college application? You probably used a pencil or typewriter (a what?) to fill out the paper application from your school or schools of choice. You mailed them in and then you waited. Today as with everything else in our lives, the process is automated (not a surprise). The Common Application, referred to in its shortened form as the Common App, has changed the way students are applying to college, and we have some things you need to know.

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Fishing Financial Aid Capstone Wealth Partners Ohio

The financial aid “fish” just got smaller, and YOU are on the hook for college costs!

July 8, 2015 No Comments

In early June of 2015, the Department of Education announced revised Federal Need Analysis Methodology to determine a student’s EFC for the 2016/17 award year.  The result is not good news for middle class families hoping to receive need-based aid!  We haven’t seen much in the media about this topic so we at Capstone wanted to make sure you have the information you need to “Know before you go!”

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Apples and Oranges Capstone Wealth Partners Ohio

Financial Aid Policies – Apples and Oranges

July 1, 2015 No Comments

We all know universities come in different flavors – state schools/ivy leagues, privates/publics, colleges/universities, etc. And we know the different types have different admission standards your student needs to meet in order to get into them. We also are VERY aware of the different price tags for each. A four year in state university currently costs around $19,000 per year and a four year private college around $42,000 according to “Trends in College Pricing 2014” published by the College Board.

What you might not be fully aware of though is schools do NOT award financial aid in the same way from school to school.

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College Financial Terminology 101 Capstone Wealth Partners Ohio

529 Plan Owners Beware – Use your funds wisely or pay the price

February 18, 2015 No Comments

Many families recognize the value of 529 savings plans.  529 plans provide an easy way to put aside money for college that will earn interest tax-free (when used for qualified college expenses).  Plus by setting up direct deposits, parents can create a deposit schedule for their plan and pretty much forget about it.  However, when the time comes to make withdrawals from that plan, questions can arise.

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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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