
The Ohio Grandparent’s Guide to Superfunding a 529 Plan
Grandparents often look for ways to leave a lasting legacy. While toys and clothes are quickly outgrown, the gift of a debt-free education lasts a lifetime. For Ohio residents, the

Grandparents often look for ways to leave a lasting legacy. While toys and clothes are quickly outgrown, the gift of a debt-free education lasts a lifetime. For Ohio residents, the

The landscape of American higher education is undergoing its most radical transformation in a generation. For decades, the narrative surrounding graduate and professional school was simple: if you put in

The cost of higher education is reaching record highs. Now more than ever, families are in dire need of strategies and tactics that will allow them to efficiently save money

Last week, I had the honor of being featured in a MarketWatch article on the importance of finding a balance between saving for college and living a fruitful life with

The sticker price of Columbia University is at a whopping $93,000 per year. Of course, that’s the most expensive school in the country, but the average cost of college is

The Student Success and Taxpayers Savings Plan is a piece of legislation rapidly making its way through Congress, having recently passed the House Education and Workforce Committee and now on

The cost of college is rising sharply—approximately 5% per year. A baby born in 2016 will graduate high school in 2034. The cost for 4-years at a public university will be more than $200,000! What can you do?

Do you love May? So many things to celebrate: Mother’s Day, Memorial Day, Star Wars Day, 529 Day, Lost Sock Memorial Day (5/9…yes, that is a thing). Wait, back up. Did you not know about 529 Day?! Honestly, we’re not totally surprised.
While we may never shoot fireworks in honor of 529 Day, it is a chance every year to spend some time talking about the importance of saving for college and to answer the question…is it better to save a dollar or borrow a dollar?

You just had a baby! Congratulations!! You are starting on an amazing journey that will change your life. After the bliss where’s off a bit, parents realize a universal truth…
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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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