Grandparents often look for ways to leave a lasting legacy. While toys and clothes are quickly outgrown, the gift of a debt-free education lasts a lifetime. For Ohio residents, the
When families first open a College 529 plan, their primary concern is to ensure they will have enough to cover the rising costs of college tuition years down the road.
Last week, I had the honor of being featured in a MarketWatch article on the importance of finding a balance between saving for college and living a fruitful life with
In America today, only 78% of families with children are saving for college, and only 48% of those surveyed are saving and using a 529 plan to do it! The
No spam, guaranteed.
Please read our Privacy Policy.
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.
Register For “Smart Money Moves for the College-Bound™”