Nov 22

Determining The Bottom Line – OSCPA Spotlight Video [Part 3 of 5]

Welcome to the third video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary Hunt, the discussion continues with two local college planning experts in an interview style format. Joe Messinger, CFP® (co-founder here at... read more →

Nov 14

Start With FAFSA Capstone Wealth Partners Ohio

Start With The FAFSA – OSCPA Spotlight Video [Part 2 of 5]

Welcome to the second video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary Hunt, the discussion continues with two local college planning experts in an interview style format. Joe Messinger, CFP® (co-founder here at... read more →

Nov 05

It's Never Too Early to Act Capstone Wealth Partners Ohio

It’s Never Too Early to Act – OSCPA Spotlight Video [Part 1 of 5]

Today's post is the first in a 5-part video series that we will be featuring on our blog over the next few weeks. The video series was recently produced as a continuing education program for the Ohio Society of Certified Public Accounts (OSCPA). Hosted by the OSCPA Communications Director, Gary... read more →

November 5, 2014
Ryan Sheppard, ChFC®
College, Financial Planning, Tax Planning

Oct 22

Are You Pre-Approved For College?

By now, we’ve all seen this storyline unfold before – a recent college grad is buried in six figures of student loans, has no foreseeable job prospects, and has been forced to move back in with Mom and Dad. More and more, college-educated adults are returning to the nest, putting... read more →

October 22, 2014
Joe Messinger, CFP®
College

Jul 01

The Smart Parent’s Guide to Preparing for College

With college being one of the most rapidly-increasing expenses in modern America, it can be pretty daunting to look at the financial planning needed. Even affluent families have plenty of preparation to do before the kids go off to college. The pressures may be less acute but you'll still need to plan... read more →

Jun 24

Retirement Through the Lens of Gen X

If you are part of what is considered to be Generation X (like me), you likely know that you have 20 or 30 years until your so-called retirement at age 65 — or at least that’s what the government and most pension plans peg as a “normal” age of retirement.... read more →

May 23

Financial Planning Questions Afraid Ask about Paying for College Capstone Wealth Partners Ohio

Answers to 10 Financial Planning Questions You’re Afraid to Ask

At some point in your life, you may have to ask some financial planning questions that you would rather avoid. Here are answers to 10 financial planning questions that many people are too afraid to ask. Drumroll please... 1. How do I plan for an unexpected job loss? To lessen... read more →

Apr 14

Captstone Wealth Partners Ohio 401k What's in the box

5 Reasons to Customize Your 401k

I have no doubt that you're very busy. You probably have a number of investments you try to monitor daily. One of the things you liked about your 401k was relative freedom from ongoing involvement with its management. Yet we are talking about a part of your financial future. You... read more →