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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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Making the Most of Tax Advantaged Savings Plans

In an earlier blog, we took a look, in a general way, at some key investment concepts. Now, let's explore the tax implications of some investment options. We want you... read more →
  • March 13, 2020
  • Joe Messinger, CFP®
  • Financial Planning
tax credits

FREE MONEY – How YOU can take advantage of tax credits when paying for college

What do we mean...FREE MONEY?! At Capstone, we want you to leave no stone unturned, no money left on the table. You need to be an informed consumer of a... read more →
  • March 7, 2019
  • 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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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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