Key Takeaways: Your final working years are a valuable window for tax planning. Income, savings, account balances, retirement timing, and future withdrawals are close enough to model. Review your income
In light of rapidly evolving global events, all of us here at Capstone want to share our perspective, shaped by the research at Focus Partners, to help you understand their
There has been a lot of news in recent months about the ACA enhanced subsidies expiring at the end of the year. Extending the beefed-up subsidies has been at the
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,
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:
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
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve finally did what we were all waiting for –
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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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