Taking a moment to share with families some of the work we are doing with financial advisors to give them the skills to help college-bound families…like you! Capstone College Partners
Check out the first of our 5-part video series, featuring our co-founder, Joe Messinger, CFP®, and Susan Kannenwischer, Director of Financial at Capital University. In this first video, Joe and Susan point out the critical need to discuss college affordability as early as possible.
If you are part of what is considered to be Generation X (like me), you likely know that you have 20 or 30 years until your so-called retirement at age 65 — or at least that’s what the government and most pension plans peg as a “normal” age of retirement. It seems everyone is always talking about retirement, especially in the media. However, we’re often too busy to listen, as we focus on other aspects of life, such as advancing careers, growing families and businesses, and sending kids to college, all while trying to accumulate a modest nest egg along the way.
So why address a topic that is seemingly more appropriate for your baby boomer parents?
We’ve all got ’em…financial questions we’re a little too embarrassed to ask.
At some point in your life, you’re going to have to ask some financial planning questions that you would rather avoid. Here are answers to 10 financial planning questions that many people are just too afraid to ask.
Drumroll please…
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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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