You probably have a lot of questions about how the One Big Beautiful Bill Act will alter your financial planning future and the good news is, for Capstone Clients, roughly
The “Big, Beautiful Bill” (BBB) passed over the July 4th weekend, so I wanted to dive deep into this new legislation, and break down three key areas that will directly
Capstone Wealth Partners is excited to be presenting our Smart Money Moves for the College-Bound™ WEBINAR in partnership with our good friends, Estrela Consulting. REGISTER HERE! How will you pay
We hear these stories every day. Mom, Dad, and high school junior visit a college. Junior is thrilled with the school–loves everything about it. Mom and Dad discover too late what it will cost them.
Summer time, a great time for reading a book and going to the pool, is also a great time for families to work college visits into their summer travel plans. Colleges plan special visit days over the summer to show off their best sides with tours of their beautiful campuses, dining halls, and recreation facilities. And while many questions will occur to you about dorms, dining halls, academics, and student life, we wanted to share some questions from a financial perspective you’ll want to have answered.
Remember: The FAFSA for the 2025-26 school year will open on December 1, 2024. Now, let’s take a closer look at the mistakes you want to avoid while filling out
Every year, students and their parents complete the Free Application for Federal Student Aid (FAFSA). Every year, parents wonder, “What’s the point?!” The FAFSA is a tool used by the
How does your home equity affect your student’s financial aid? And what do the following words all have in common: tedious, cumbersome, difficult, time-consuming, and sometimes expensive? They are all words which can describe the “College Scholarship Service PROFILE” or CSS/Financial Aid PROFILE® offered by the CollegeBoard.org and your home equity plays a role. Not to worry, we have you covered.
Determining financial aid is based on a family’s “need.” Need is determined by looking at a family’s income and assets (and, in some financial aid applications, expenses like medical bills).
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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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