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
What do stones have to do with 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 college education. You need to be familiar with important tax credits and how YOU can take advantage of them.
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.
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