Blog
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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Apr
21
Did you know that just about any advisor can call themselves a financial planner even though they derive all of their income from sales commissions? It's frustrating to hear stories about “financial planners” who take advantage of families that are seeking reasonable advice and guidance. Still, with so much industry...
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Mar
31
The month of April is financial literacy month. We are focusing on financial literacy in the realm of saving for college - a goal that many families are working toward! Many people may not be excited about this, but we are enthusiastic -- so let's dig into one of the most...
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