Blog
Key Takeaways: Your income reserve should come from the spending your portfolio has to cover...
Key Takeaways Sticker price and net price are not the same thing. Institutional grants can...
Determining financial aid is based on a family’s “need.” Need is determined by...
Key Takeaways Reporting assets under the wrong family member or including non-assessable accounts...
Key Takeaways: A retirement paycheck isn’t one investment doing a salary’s job...
Key Takeaways: Your savings balance doesn’t answer the income question on its own. What...
Key Takeaways The FAFSA uses the Federal Methodology (FM) to assess income and assets without...
For families with a student headed to college, financial aid can feel like a black box. Between a...
Key Takeaways Application Types Matter: Primary home equity and retirement accounts are excluded...
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ABOUT OUR BLOG:
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.