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Cwp 529 Myths Prevent Understanding Of This College Savings Tool 600x400 (1)

In America today, only 78% of families with children are saving for college, and only 48% of those surveyed are saving and using a 529 plan to do it! The […]

If your family’s summer plans include lots of college visits, remember: these visits aren’t just to get a feel for the campus vibe, but also to learn in-depth about the […]

April is here. Acceptance letters and aid packages have arrived. Now comes the hard part: making the final decision of where to commit for the next four years. With National […]

Cwp Choosing A College You Can’t Afford

The title of this blog post may seem to go against everything we share at Capstone Wealth Partners. We always talk about the importance of choosing a college you (and […]

We know the headlines this week have been worrisome, but we want to remind you, our valued clients, that at Capstone, we craft your financial plan and investment strategies to […]

I received a good question from a parent during my last Smart Money Moves™ Webinar, so I wanted to address it on the blog: “With the recent D.O.E. news, federal […]

The dismantling of the Department of Education is underway, and because the D.O.E is the backbone of the entire federal financial aid system, the impact on federal student aid could […]

When you have the College Money Talk with your child, put it in terms they can understand, like luxury cars. You already know a Porsche is going to burn an […]

I’ve been helping families save big on higher education for over 15 years now, but the look on parents’ and students’ faces when they find out we just saved them […]

Happy Financial Aid Awareness Month to all who celebrate! I’m here to educate parents and students on what they can expect in their financial aid award letter, and what it all […]

Updated February 2025. Senior year…the pinnacle of the high school journey. This year will fly! Senior year is filled with milestones and memories, and we’re sorry to say — stress. […]

Junior year is when students can start to see the finish line of high school. They are actively thinking about their next steps–college, career, or maybe military? Things have become […]

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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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