
What Expenses Can Be Paid from a 529 Plan?
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

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…

Paying for College: How does your high school help? Does your high school have a financial aid night? A financial aid meeting can look very different from school to school,

The majority of college students today will need to include student loans in the big “paying for college” picture. Hopefully, loans are a small piece of a puzzle which includes

Many college graduates are trying to pay off their student loans AND save for retirement. They are failing. Retirement is being put on hold while they focus on simply making

Tuition, room, and board…those are the big ticket, cringe-worthy costs of going to college. However, parents would be wise to take a moment to think about the high cost of

Imagine this. You are a new med school student sitting in a room full of other med school students for your White Coat Ceremony–being given your white lab coats, a
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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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