In October 2021, the US Department of Education initiated an overhaul of the existing Public Service Loan Forgiveness program (PSLF). Per the US Department of Education: “The Department estimates that
Consider this: The Oxford Dictionary defines “paradox” in part as “a statement or proposition that, despite sound (or apparently sound) reasoning from acceptable premises, leads to a conclusion that seems
Every year, we hear the same heart-breaking stories from parents, many of whom have never connected with Capstone Wealth Partners before. Their senior high school student is making the final
The following is a transcript of a video from our Partners, College Aid Pro™ on the Stimulus Package and Student Loans. Matt Carpenter brakes down what the package says and
In an earlier blog, we took a look, in a general way, at some key investment concepts. Now, let’s explore the tax implications of some investment options. We want you
Up to this point, parents have SAVED for college and SHOPPED for college. Suddenly, you come to a momentous occasion–you have to PAY for college. Gulp! Often parents face this
When it comes to choosing a 529 plan, families need to pay attention to the particulars including investment options and state tax credits. In addition, families need to be aware
Welcome to May 2019! Joe Messinger will be a hard man to find this month. Joe is excited to be speaking at several financial industry events coming up this month.
Imagine being able to travel to other countries and gain work experience through internships. That’s what I did! I did an internship at an amazing pub right outside of London
You just had a baby! Congratulations!! You are starting on an amazing journey that will change your life. After the bliss where’s off a bit, parents realize a universal truth…
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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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