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... read more →
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... read more →
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... read more →
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... read more →
Mar
10
Negotiation is an art. Lawyers negotiate contracts, deals, and settlements on behalf of their clients, real estate agents negotiate housing prices for hopeful homeowners, business professionals negotiate the price of products and services to keep their doors open. Negotiation is a major player in nearly every aspect of modern society,... read more →
Feb
17
High school seniors and their families are waiting on pins and needles in mid-February. They have acceptance letters from several colleges, but they might not know a very important key to the decision--how much it will cost! Colleges send out financial aid award letters that provide all the details, but... read more →
Feb
10
The season of financial aid award letters is fast approaching (if it hasn't already begun for your family!). Families have already been through the college application process in the fall and may have started to see some college acceptance letters trickle in. Now that you are starting to receive award... read more →
Jan
27
Did you know no actual mythological stories exist about the unicorn? “The truth is, unlike almost every single other mythical creature, the unicorn does not appear anywhere in any culture's actual mythology.”¹ Was it possible this creature actually existed? And what the heck does this have to do with college?... read more →