Every year, we hear the same heart-breaking stories from parents, many of whom have never connected with Capstone Wealth Partners before. Their senior high school student is making the final
Every fall, parents send their children off to college. The anxieties for parents can be many. One big one…What happens if your child gets sick at college? Having a sick
Once upon a time there were two families. Both families had well-paying jobs, and their children were bright hard-workers who were academically successful. They both knew they had serious things to pay for…college for the kids and retirement for themselves. How would they get it done?
You did everything right. You planned out how to pay for college in four years just like we recommend. Then along comes COVID-19 and suddenly your reality has changed. Maybe
Joe Messinger, CFP® and Beth Probst of At The Core have teamed up to co-host an interactive session with live Q&A aimed at answering the college planning questions on every
When planning families, future parents don’t think to themselves, “Gee, we better space these children out so we don’t have to send two to college at the same time!” Well,
1987! What a year! Baby Jessica was rescued from a well. George Bush (the first one) announced he would run for President. “Walk Like an Egyptian” by the Bangles was
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
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
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. The reality is that high-income earners and many business owners will probably not be eligible for financial aid when their child is ready for college. Here is the good news, once you know that you are not going to receive need-based aid you can shift your focus to other strategies to cut your college cost.
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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.
