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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
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    • Events
    • Advisor Resources
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The Kiddie Tax: Changes to the Tax Code in 2018

Part of being an informed consumer of a college education is understanding some of the tax implications of certain situations in our lives. This is of particular interest to families... read more →
  • March 21, 2018
  • Joe Messinger, CFP®
  • College Planning, Financial Planning, Tax Planning

College Planning with Tax Strategies: Part 1 – Should I claim my child as a dependent and other tax considerations for college

Higher income families that attend the high school financial aid night often walk away with nothing but frustration and feeling like it was a waste of time. This College Planning... read more →
  • November 12, 2016
  • Joe Messinger, CFP®
  • College
It's Never Too Early to Act Capstone Wealth Partners Ohio

How taxes can play a part in your child’s college savings

529 plans have become the most popular college savings vehicle in America, and for good reason.  They offer tax deferred growth of your investments, and as long as they are... read more →
  • February 19, 2016
  • Joe Messinger, CFP®
  • College, Tax 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

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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