Smart Money Moves for the College-Bound™ WEBINAR
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
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
Capstone Wealth Partners is excited to be presenting HOW TO APPEAL TO COLLEGES FOR MORE FREE MONEY – WEBINAR. Congratulations seniors! You got into your dream school! Now you are

March 15th is typically a time when financial aid award letters from colleges are received by families. They have already been through the college application process in the fall and hopefully they got everything in on time. They also should have already applied for financial aid via the FAFSA (Free Application for Federal Student Aid)—ideally by January 15th for those that are seniors in order to meet the priority filing deadline for financial aid that is as early as February 1st. Your student has been accepted, you have the financial aid award letter, and you are struggling to compare one to the other to find the best fit your for family. What to do?

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? What the heck does this have to do with college?!
We’re searching for the Unicorn University—not the myth—the one perfect for you.

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!

Attending college in a foreign country will appeal to many college-bound students. The architecture, the history, and the learning experience of traveling is priceless. Should families hesitate and discourage studying

“Wealthy”… “Financially successful”… Most people don’t walk around saying “I’m so wealthy!”, except for maybe Thurston Howell III on Gilligan’s Island.
We don’t perceive ourselves as being wealthy. But how are those words defined when we are talking about paying for college and financial aid? You may be surprised that how you define wealthy is not the same as how the federal government defines wealthy. What can you do to make college more affordable if it turns out you are deemed to be “wealthy”?

Do money worries keep you up at night? The truth is, paying for college can be scary stuff. It can cause nightmares for parents. As financial planners who help college-bound

A gap year is a period of time when a student suspends schooling in order to explore the world through work, volunteering, and/or travel. Often a gap year is taken between

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?
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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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