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Cwp 3 Tips For Investing Wisely In A 529 Plan 600x400 (1)

3 Tips for Investing Wisely in a 529 Plan

May 19, 2023 No Comments

Fans of ESPN’s College Game Day know the familiar “not so fast, my friend” from Lee Corso. Sometimes we come across articles that cause us to say those very words. While the information is true, we might not 100% agree. We had a “not so fast” moment when reading an article from CNBC about 529 savings plans. The article made some suggestions that may be the right fit for more savvy and experienced investors but not for all—especially if you are a more hands off “do it yourself” investor. (To their credit they do acknowledge this in the article briefly towards the end.)

If you are a DIY 529 investor, here are 3 quick tips for you…

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Cwp How Much Will College Cost 600x400

How much will college cost?

April 28, 2023 No Comments

In 2022, the College Board reported the average public 4-year in-state, on-campus “all in” college cost was $27, 940. When we originally wrote this article in 2017, the cost was

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How to Compare College Financial Aid Award Letters to Avoid Buyer’s Remorse

February 10, 2023 No Comments

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?

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Cwp Searching For The Unicorn University

Searching for the Unicorn University: The Perfect College for Your Child

January 27, 2023 No Comments

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.

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Cwp Paying For College Abroad (1)

Paying for College Abroad

January 21, 2022 No Comments

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

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Cwp Did You Know You Were Wealthy

Did You Know You Were Wealthy?

December 3, 2021 No Comments

“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”?

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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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