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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
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Cwp How To Get More Money In Your 529 College Savings Plan

How to get more money in your 529 college savings plan

One value for many families is education. Unfortunately, it now takes a tribe to save and plan for the growing cost of education! This holiday season, if you want to... read more →
  • November 4, 2022
  • Joe Messinger, CFP®
  • College Planning
Cwp 11 Secrets You Didn’t Know About 529 College Savings Plans

11 Secrets You Didn’t Know About 529 College Savings Plans

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... read more →
  • May 27, 2022
  • Joe Messinger, CFP®
  • College Planning
Grandparent and 529 College Savings Plan - CWP

Grandparents and 529 College Savings Plans: What You Need to Know

Updated August 2021. Grandparents want to help. They see the expense ahead for their kids to pay for college education for their grandkids. The goal for everyone is to help... read more →
  • August 26, 2021
  • Joe Messinger, CFP®
  • College, College Planning

A Dollar Saved for College Beats a Dollar Borrowed for College

Most parents have a goal of avoiding student loans for their college-bound children. However, what they don't realize is that saving money in advance in a 529 Plan can help... read more →
  • February 19, 2021
  • Joe Messinger, CFP®
  • College Planning

What Expenses Can Be Paid from a 529 Plan?

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... read more →
  • May 23, 2019
  • Joe Messinger, CFP®
  • Financial Planning, Tax Planning

Choosing a 529 Plan: Beware of High Fees

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... read more →
  • May 17, 2019
  • Joe Messinger, CFP®
  • College Planning, Financial Planning

Whoa, Markets Feel Scary Again

Photo Credit: BehaviorGap.com “Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems... read more →
  • February 9, 2018
  • Ryan Sheppard, ChFC®
  • College Planning, Financial Planning, Investing

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Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families

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