Blog
Jul
14
Updated July 2023. Teaching finances to students is something we feel passionately about. In the State of Ohio, the legislature has gone back and forth about how to teach budgeting and financial concepts to students. They have left it to the local school districts to incorporate learning standards as they...
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Jun
25
Dr. Jason Slone Hello! It’s my pleasure to be the newest member of the wonderful team at Capstone Wealth Partners. For my first blog, let me tell you a little bit about me. I was born and raised in the small town of Shelby, OH, and then went to the...
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Jun
23
You finally made it to the end of your student’s senior year of high school. Congratulations! As a family, you successfully found a college that was just the right fit academically, socially, and financially. Your student applied and was accepted. They weighed all the options and decided that they’ll be...
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Jun
08
Student loans almost always need to be a part of the conversation when talking about paying for college. Not too many of us can afford $25,000 (or more!) every year to pay for college out of our pockets or our savings. The go-to, first-choice place for student loans is the...
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Jun
02
With college being one of the most rapidly-increasing expenses in modern America, it can be daunting to look at the financial planning needed. Even affluent families have plenty of preparation to do before their kids go off to college. The pressures may be less acute, but you'll still need to...
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May
26
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...
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May
19
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...
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May
12
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...
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May
05
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...
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Apr
28
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...
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