Blog
Key Takeaways: RMD planning starts before RMDs arrive. The strongest planning window often comes...
Key Takeaways: Tax diversification gives you more flexibility by creating multiple ways to generate...
Grandparents often look for ways to leave a lasting legacy. While toys and clothes are quickly...
The deadlines to sign up for the ACT and SAT over the summer and into the fall are approaching, and...
Key Takeaways: Federal student loan rates are rising for 2026–2027, making borrowing decisions more...
Key Takeaways: Parent PLUS borrowers have a limited window to protect their future borrowing and...
Key Takeaways: College visits help students evaluate academic fit, campus culture, and overall...
Key Takeaways: Plan the tax cost first. Moving pre-tax dollars into a Roth account can be useful...
Key Takeaways: The SAVE plan’s end changes how borrowers approach federal student loan repayment 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.