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
Updated November 2023. 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
Raise your hand if you (or your kids) have untouched money left in an old 529 Plan after you graduated college. Good problem to have by the way! This is
Ugift ® has made it easier to gift money directly to 529 plans at no cost to the giver or the receiver. Saving early and often can go a long way to minimize debt. Every little bit helps!
Do you love May? So many things to celebrate: Mother’s Day, Memorial Day, Star Wars Day, 529 Day, Lost Sock Memorial Day (5/9…yes, that is a thing). Wait, back up. Did you not know about 529 Day?! Honestly, we’re not totally surprised.
While we may never shoot fireworks in honor of 529 Day, it is a chance every year to spend some time talking about the importance of saving for college and to answer the question…is it better to save a dollar or borrow a dollar?
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
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
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
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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.
The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.
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