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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
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    • Events
    • Advisor Resources
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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... read more →
  • May 23, 2019
  • Joe Messinger, CFP®
  • Financial Planning, Tax Planning

The Kiddie Tax: Changes to the Tax Code in 2018

Part of being an informed consumer of a college education is understanding some of the tax implications of certain situations in our lives. This is of particular interest to families... read more →
  • March 21, 2018
  • Joe Messinger, CFP®
  • College Planning, Financial Planning, Tax Planning

Ohio State Tax Deduction Boost for 529 Savings

To encourage saving for college, many states in the US allow for an in-state tax deduction up to a certain amount for savings invested in that state’s 529 plan. Starting... read more →
  • January 12, 2018
  • Joe Messinger, CFP®
  • Tax Planning
It's Never Too Early to Act Capstone Wealth Partners Ohio

How taxes can play a part in your child’s college savings

529 plans have become the most popular college savings vehicle in America, and for good reason.  They offer tax deferred growth of your investments, and as long as they are... read more →
  • February 19, 2016
  • Joe Messinger, CFP®
  • College, Tax Planning
College Financial Terminology 101 Capstone Wealth Partners Ohio

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

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... read more →
  • February 18, 2015
  • Joe Messinger, CFP®
  • College, Tax Planning
financial aid FAFSA

Determining The Bottom Line – OSCPA Spotlight Video [Part 3 of 5]

Welcome to the third video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary... read more →
  • November 22, 2014
  • Ryan Sheppard, ChFC®
  • College, Tax Planning
Start With FAFSA Capstone Wealth Partners Ohio

Start With The FAFSA – OSCPA Spotlight Video [Part 2 of 5]

Welcome to the second video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary... read more →
  • November 14, 2014
  • Joe Messinger, CFP®
  • College, Tax Planning
It's Never Too Early to Act Capstone Wealth Partners Ohio

It’s Never Too Early to Act – OSCPA Spotlight Video [Part 1 of 5]

Today's post is the first in a 5-part video series that we will be featuring on our blog over the next few weeks. The video series was recently produced as... read more →
  • November 5, 2014
  • Ryan Sheppard, ChFC®
  • College, Financial Planning, Tax Planning

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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

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