Blog | Capstone Wealth Partners - Financial Planning for College-Bound Families

May 26

How to Choose a 529 College Savings Plan

If you are a regular reader of Capstone Wealth Partners' blog, you know the price of college is soaring to record levels. To make this massive purchase (and make no mistake, college is a purchase!), families are trying to save more before their child enrolls. One of the most popular... read more →

May 19

3 Tips for Investing Wisely in a 529 Plan

Do you want to know more about how to invest in your child's 529 Plan? Many families understand that saving for college is essential, but that's where their knowledge begins and ends. Investing to grow their total savings can be intimidating and frankly, there isn't enough unbiased information out there... read more →

May 12

11 Secrets You Didn’t Know About 529 College Savings Plans

529 plans are a great way to take advantage of potential tax savings and grow your investment in a simple and flexible way. But did you know about these secrets that you can take advantage of? 1. You can choose to "superfund" a 529 plan. If you have a wealthy... read more →

May 05

529 Myths Prevent Understanding of This College Savings Tool

In America today, only 78% of families with children are saving for college and only 48% of those surveyed are saving are using a 529 plan to do it! The truth is that 529 plans can be an excellent tool to save for college, and they can help parents not... read more →

Apr 28

How much will college cost?

In 2022, the College Board reported the average public 4-year in-state, on-campus "all in" college cost was $27, 940. When we originally wrote this article in 2017, the cost was $24,610. For private schools, the cost was $53,980 ($49,320 in 2017). So what does "all in" mean? Aren't we just... read more →

Apr 21

How to Select a Financial Advisor

Did you know that just about any advisor can call themselves a financial planner even though they derive all of their income from sales commissions? It's frustrating to hear stories about “financial planners” who take advantage of families that are seeking reasonable advice and guidance. Still, with so much industry... read more →

Apr 14

The FAFSA Is Changing: Here’s What You Need To Know

Federal Student Aid has moved forward with changes to their FAFSA application process for the 2024-25 season. These changes are critical for college-bound families to know, as there are some dramatic updates to be aware of. Federal Student Aid says this update is the “most ambitious and significant redesign of... read more →

Mar 31

Are you saving enough for college?

The month of April is financial literacy month. We are focusing on financial literacy in the realm of saving for college - a goal that many families are working toward! Many people may not be excited about this, but we are enthusiastic -- so let's dig into one of the most... read more →

Mar 23

A Quick Guide To The Financial Aid Appeals Process

You can amend your financial aid package based on your student’s application or a change in your family’s situation. How? Through the appeal process. A financial aid appeal is a request for additional aid, a more lucrative offer, or a higher grant amount often spurred by a change in family... read more →

Mar 17

Choosing a College: Weighing the Return on Education

We often hear the term "return on investment" or "ROI." In fact, we use those words ourselves all the time at Capstone Wealth Partners. When you invest, you expect a certain return or increase in the value of the amount you invested over a period of time. College should be... read more →

How to Choose a 529 College Savings Plan

3 Tips for Investing Wisely in a 529 Plan

11 Secrets You Didn’t Know About 529 College Savings Plans

529 Myths Prevent Understanding of This College Savings Tool

How much will college cost?

How to Select a Financial Advisor

The FAFSA Is Changing: Here’s What You Need To Know

Are you saving enough for college?

A Quick Guide To The Financial Aid Appeals Process

Choosing a College: Weighing the Return on Education

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