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The Biggest Tax Mistakes Pre-Retirees Make

Key Takeaways: Your cheapest tax years are the ones right around your last day of work. Once the...

How Taxes Can Quietly Reduce Your Retirement Income

Key Takeaways: The number on your statement is not the amount you can spend. Between federal and...

Mastering the Common Application: Your Launch Pad for College

Since I’m a certified college financial consultant, I usually talk with families about how to...

Building Your College List: Key Financial Questions to Ask

One of the most fun parts of college planning is college visits. Your child will undoubtedly become...

The Ultimate Resume Booster: Working Abroad During Breaks

If your student isn’t quite ready to commit to a full four-year degree overseas — or if they are...

How to Reduce Required Minimum Distributions Before They Start

Key Takeaways: RMD planning starts before RMDs arrive. The strongest planning window often comes...

What Is Tax Diversification and Why It Matters Before Retirement

Key Takeaways: Tax diversification gives you more flexibility by creating multiple ways to generate...

The Ohio Grandparent’s Guide to Superfunding a 529 Plan

Grandparents often look for ways to leave a lasting legacy. While toys and clothes are quickly...

Why Test Scores Still Dictate the True Cost of College

The deadlines to sign up for the ACT and SAT over the summer and into the fall are approaching, and...
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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.

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