Last week, I had the honor of being featured in a MarketWatch article on the importance of finding a balance between saving for college and living a fruitful life with
Decision Day is less than a month away! Now that the focus has shifted away from “Where did they get in?”, families are so relieved to be done with the
Forget the tournament — the real “Madness” is college tuition. With some colleges charging over $100,000 per year, the “sticker shock” of tuition is REAL! But if you have a
February is Financial Aid Awareness Month, so it’s the perfect time to demystify the “how” of paying for college. For most families, the challenge isn’t just finding the money—it’s navigating
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
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
[vc_row][vc_column][vc_column_text css=””]Grandparents want to help, especially when it comes to financing their grandkids’ college education. They want to see their grandkids to receive an excellent education, graduate with little or
No spam, guaranteed.
Please read our Privacy Policy.
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.
Register For Our “Smart Payment Strategies” Webinar!