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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
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Cwp Planning For Multiple Children In College At The Same Time (1)

Planning for Multiple Children in College at the Same Time

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,... read more →
  • December 27, 2019
  • Joe Messinger, CFP®
  • College Planning

Paying for College Then vs. Now: Things Have Changed

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... read more →
  • May 3, 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

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
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