Action Plan for College: Sophomore Year - Capstone Wealth Partners
Sophomores will start to think about college in a very generic way. What are some things that both students and parents can be thinking about now?| Capstone Wealth Partners
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Sophomores will start to think about college in a very generic way. What are some things that both students and parents can be thinking about now?| Capstone Wealth Partners
As a parent, you’ve spent years cheering from the sidelines, driving to practices, and watching your student-athlete pour their heart into their sport. Now, as college looms on the horizon, […]| Capstone Wealth Partners
Funding your children’s education while planning your own retirement is a balancing act. We've helped numerous families find the right balance.| Capstone Wealth Partners
If you have high school juniors and seniors in the house, college planning is probably at the top of your mind, which also means you’re planning school visits! While your […] The post Building Your College List: Key Financial Questions to Ask appeared first on Capstone Wealth Partners.| Capstone Wealth Partners
As a certified college financial consultant, I usually talk with families about how to finance and fund their child’s higher education aspirations. But before your family can hand over your […] The post Mastering the Common Application: Your Launch Pad for College appeared first on Capstone Wealth Partners.| Capstone Wealth Partners
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 […]| Capstone Wealth Partners
Having the college money talk with your student before they decide on a college is imperative so you both know who is responsible for what.| Capstone Wealth Partners
You probably have a lot of questions about how the One Big Beautiful Bill Act will alter your financial planning future and the good news is, for Capstone Clients, roughly […] The post The One Big Beautiful Bill: What Our Clients Need to Know appeared first on Capstone Wealth Partners.| Capstone Wealth Partners
EVERY SECOND America’s student loan debt GROWS by $2,726! In the last ten years, the total student loan debt in America went from $487 Billion to $1.363 Trillion as of the second quarter of 2016. WOW! Loans come in two forms – federal and private (bank) – and no matter who you borrow the money from, you will need to repay it with interest so you need to understand the different types of loans and how they work. The post Student Loans: What You Need to Know appeared first on Capstone Wea...| Capstone Wealth Partners
The “Big, Beautiful Bill” (BBB) passed over the July 4th weekend, so I wanted to dive deep into this new legislation, and break down three key areas that will directly […] The post What the “Big Beautiful Bill” Means for Higher Ed appeared first on Capstone Wealth Partners.| Capstone Wealth Partners
Another year means another update to student loan rates so, as we look ahead to the 2025-2026 academic year, parents and students need to understand their options and the financial […]| Capstone Wealth Partners
Today, I’m featuring a guest post from Amber Gilsdorf, Director of College Planning at Estrela Consulting, LLC, a multi-consultant college planning firm based in Ohio. Amber supports and mentors all […] The post Why More Families Are Turning to Independent Educational Consultants appeared first on Capstone Wealth Partners.| Capstone Wealth Partners
For any parent thinking about the future, the cost of college is a looming concern. The familiar landscape of FAFSA forms, Pell Grants, and student loans has been the standard […] The post The Great Debate: An Update on Proposed Changes to Federal Student Aid appeared first on Capstone Wealth Partners.| Capstone Wealth Partners
529 plans are a great way to take advantage of potential tax savings and grow your investment in a simple and flexible way. But did you know these secrets?| Capstone Wealth Partners
Many grandparents choose to open a 529 college savings plan to help pay for college, and they must be aware of a few things before jumping in feet first.| Capstone Wealth Partners
Certain 529 myths still exist which prevent families from understanding the value of this important college savings tool.| Capstone Wealth Partners
If your family’s summer plans include lots of college visits, remember: these visits aren’t just to get a feel for the campus vibe, but also to learn in-depth about the […]| Capstone Wealth Partners
April is here. Acceptance letters and aid packages have arrived. Now comes the hard part: making the final decision of where to commit for the next four years. With National […]| Capstone Wealth Partners
We always talk about the importance of choosing a college you CAN afford. Is choosing a college you can’t afford ever a good idea?| Capstone Wealth Partners
A complimentary Zoom meeting or phone call to discuss your planning needs and give us both a chance to make sure your situation matches our expertise.| Capstone Wealth Partners
Community college can be a valuable option available after high school. Students should weigh the pros and cons of attending one.| Capstone Wealth Partners
