Up to this point, parents have SAVED for college and SHOPPED for college. Suddenly, you come to a momentous occasion--you have to PAY for college. Gulp! Often parents face this first payment in May of their child's senior year. If you have a 529 plan, you hopefully have spent a... read more →
May
23
May
17
When it comes to choosing a 529 plan, families need to pay attention to the particulars including investment options and state tax credits. In addition, families need to be aware of high 529 fees they could end up paying. Some plans can have high fees. These fees have caught the... read more →
May
10
This week we are sharing a guest blog post from Beth Probst, Founder and CEO of At The Core. At The Core supports students through educational path planning, personalized self assessment, and career exploration. Capstone is part of their upcoming events including “Tips for the College-Bound” and “Smart Money Moves... read more →
Apr
25
Welcome to May 2019! Joe Messinger will be a hard man to find this month. Joe is excited to be speaking at several financial industry events coming up this month. While Joe travels the country, we wanted to tell you about what he’s up to. We are honored to partner... read more →
Apr
12
Imagine being able to travel to other countries and gain work experience through internships. That’s what I did! I did an internship at an amazing pub right outside of London way back in 1999. All facilitated by the team at BUNAC, that you can learn more about below. I was... read more →
Mar
26
The normally quiet world of college admissions was rocked this week with a major college admission scandal. The FBI and the U.S. attorney’s office in Boston indicted 50 people including Hollywood actresses Felicity Huffman and Lori Loughlin in a scam to obtain entrance for their children into select colleges including... read more →
Mar
07
What do we mean...FREE MONEY?! At Capstone, we want you to leave no stone unturned, no money left on the table. You need to be an informed consumer of a college education. You need to be familiar with important college-related tax credits and how YOU can take advantage of them.... read more →
Jan
04
You just had a baby! Congratulations!! You are starting on an amazing journey that will change your life. After the bliss where’s off a bit, parents realize a universal truth... children are expensive! For a middle-income family to raise a child born in 2015 through the age of 17, the... read more →
Nov
20
Paying for College: How does your high school help? Does your high school have a financial aid night? A financial aid meeting can look very different from school to school, but often the primary message is for the parents of juniors or seniors who are nearing the end of their... read more →
Nov
01
The majority of college students today will need to include student loans in the big “paying for college” picture. Hopefully, loans are a small piece of a puzzle which includes scholarships, aid, savings, tax planning, and cash flow. After graduation years down the road, the graduate may find themselves in... read more →