
Coming in 2024: Roll Your 529 Plan Over to a Roth IRA
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

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

We see it often at this time of year. The time of year when students are receiving college letters telling them they are accepted or waitlisted or rejected. The time of year when families are receiving college letters telling them what they are expected to pay for the privilege of attending that school. It can be a dream, or it can be a horror story.

We originally posted this blog when the changes were announced in April. Since October is in right around the corner, we want to remind you of the FAFSA changes. One

August always seems to bring a fresh perspective on finances and life. The long days of summer are winding down and you might be feeling that classic “back to school”

West Virginia University – that state’s largest public “flagship” university – recently announced that they’re cutting several academic programs due to a multi-million-dollar operating deficit. This announcement sent shockwaves through

This fact may shock you…in recent years, the college dropout rate is up to 32.9%. Undergraduate freshmen have a one-year dropout rate of 24.1%. These numbers are startling, especially for
Join Joe Messinger for his Smart Money Moves for the College-Bound ™ WEBINAR. Joe answers parent’s biggest questions about paying for college in Smart Money Moves for the College-Bound: Where

As the parent of a college-bound teenager, you and your teen are making plans and starting to think about the life beyond college. Teens need to understand budgeting and how the decisions they make now could have a huge impact on their future quality of life. We have some tools and ideas that can help.

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

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
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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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