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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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    • Advisor Resources
  • Contact
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Is it Smart to use your Retirement Funds or Home Equity to Pay for College?

Paying the high cost of college requires a multi-pronged strategy. For most families, a 529 plan on its own is not enough to cover the out of pocket expense of... read more →
  • April 28, 2021
  • Joe Messinger, CFP®
  • College Planning

How to Successfully Pay for College AND Fund Your Retirement

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. The Smith family, Sam and Sarah, had... read more →
  • May 22, 2020
  • Joe Messinger, CFP®
  • College Planning
student loans

Saving for Retirement AND Paying Off Student Loans?!

Many college graduates are trying to pay off their student loans AND save for retirement. They are failing. Retirement is being put on hold while they focus on simply making... read more →
  • September 21, 2018
  • Joe Messinger, CFP®
  • College, Financial Planning

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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.

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