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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
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Cwp College Visit

College Visits

Summertime is a great time for reading a book and going to the pool, but it's also a great time for families to work college visits into their summer travel... read more →
  • June 10, 2022
  • Joe Messinger, CFP®
  • College Planning
Capstone Wealth - FAFSA Mistakes to Avoid

FAFSA Mistakes To Avoid

FAFSA will open and ready to be filled out, next Friday, October 1, 2021! In 2020, according to the U.S. Department of Education, fafsa.gov has enhanced help topics by providing... read more →
  • September 24, 2021
  • Joe Messinger, CFP®
  • College Planning

How Does a Gap Year Affect Financial Aid?

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... read more →
  • July 16, 2021
  • Joe Messinger, CFP®
  • College Planning

Having the College Money Talk with Your Child

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... read more →
  • February 26, 2021
  • Joe Messinger, CFP®
  • College Planning

Choosing a College: 3 Key Affordability Questions to Ask

The United States is home to approximately 5,300 colleges and universities. Having that many schools to choose from can be both a blessing and a curse. Yes, every student can... read more →
  • January 29, 2021
  • Joe Messinger, CFP®
  • College Planning

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

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... read more →
  • January 22, 2021
  • Joe Messinger, CFP®
  • College Planning

How is real estate reported on financial aid applications?

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).... read more →
  • November 6, 2020
  • Joe Messinger, CFP®
  • College Planning

9 things you should know about the CSS Profile so you can “Know Before You Go”

When families file for federal financial aid, they will complete the Free Application for Federal Student Aid (FAFSA). The FAFSA is required at colleges to determine eligibility for federal grants,... read more →
  • October 2, 2020
  • Joe Messinger, CFP®
  • College

Parents, Dependents, and Financial Aid: Clarifying Relationships and Reporting

When dependent students apply for financial aid whether via the FAFSA or CSS Profile, they will have to provide parental information as part of the process. Some questions can come... read more →
  • September 18, 2020
  • Joe Messinger, CFP®
  • College Planning

5 Keys to Getting the Most Financial Aid

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... read more →
  • November 8, 2019
  • Joe Messinger, CFP®
  • College Planning, Financial Planning
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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

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