Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call
Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call

How to Find Financial Aid

Paying for College: How does your high school help? Does your high school have a financial aid night? A financial aid meeting can look very different from school to school,... read more →
  • November 20, 2018
  • Joe Messinger, CFP®
  • College Planning, Financial Planning

How does home equity impact financial aid?

Buying a home is usually the most expensive purchase in a parent’s life. However, paying for college for their children can be a close second, and the price of college... read more →
  • July 15, 2018
  • Joe Messinger, CFP®
  • College Planning, Financial Planning

Ohio State Tax Deduction Boost for 529 Savings

To encourage saving for college, many states in the US allow for an in-state tax deduction up to a certain amount for savings invested in that state’s 529 plan. Starting... read more →
  • January 12, 2018
  • Joe Messinger, CFP®
  • Tax Planning

The New Tax Code and What It Means for College Bound Families

Changes to the tax code and how they impact paying for college If you follow the news (and who doesn’t today?!), you know the tax code has undergone a major... read more →
  • January 5, 2018
  • Joe Messinger, CFP®
  • College Planning
Financial aid applications hackers

A Good Solution? Security Concerns on Financial Aid Applications

Every year college students and their families file financial aid applications. The FAFSA or Free Application for Federal Student Aid is the tool used to apply. The Department of Education... read more →
  • August 18, 2017
  • Joe Messinger, CFP®
  • College Planning
FAFSA - What do those letters mean anyway? Capstone Wealth Partners Ohio

“Deadlines are looming” – A letter from Joe Messinger, CFP®

Since this piece was written in January 2016, the FAFSA filing deadlines have changed. For the first time, the FAFSA will go live October 1, 2016. Visit our new blog... read more →
  • January 29, 2016
  • Joe Messinger, CFP®
  • College

What did Washington do now?! New FAFSA rules, what you need to know, and our proactive plan

When it rains, it pours! This week the Obama administration announced not only a new College Scorecard website but also revisions to FAFSA—both with the aim of making college more... read more →
  • September 18, 2015
  • Joe Messinger, CFP®
  • College
Fishing Financial Aid Capstone Wealth Partners Ohio

The financial aid “fish” just got smaller, and YOU are on the hook for college costs!

In early June of 2015, the Department of Education announced revised Federal Need Analysis Methodology to determine a student’s EFC for the 2016/17 award year. In August, the DOE made... read more →
  • July 8, 2015
  • Joe Messinger, CFP®
  • College
Apples and Oranges Capstone Wealth Partners Ohio

Financial Aid Policies – Apples and Oranges

We all know universities come in different flavors – state schools/ivy leagues, privates/publics, colleges/universities, etc. And we know the different types have different admission standards your student needs to meet... read more →
  • July 1, 2015
  • Joe Messinger, CFP®
  • College
FAFSA Part 2 Capstone Wealth Partners

FAFSA Part 2 – The Sequel

In our previous blog, you learned what FAFSA stands for, what it is used for, and about some filing tips you should be aware of. A lot of your questions may... read more →
  • June 9, 2015
  • Joe Messinger, CFP®
  • College
  • 1
  • 2
  • 3

« Previous Page — Next Page »

College-Money-Report

Get the Free College Money Report – customized for you – and know before you go!

Get My Report

No spam, guaranteed.
Please read our Privacy Policy.

ABOUT OUR BLOG:

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.

FILTER BY CATEGORY:

  • College
  • College Planning
  • Financial Planning
  • In The News
  • Investing
  • Retirement
  • Tax Planning

FOLLOW US:

 

Capstone Wealth Management Logo

GET IN TOUCH

The Millennium
6037 Frantz Road
Suite 104
Dublin, Ohio 43017

(614) 754-7805

Book Joe to Speak

UPCOMING EVENTS

  • There are no upcoming events.

FOLLOW US

 
Client Corner
© 2020 Capstone Wealth Partners
  • Privacy Policy
  • Form ADV
  • Advisor Resources
  • Accessibility Feedback