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Catch Me If You Can: Time is Running Out for Parent PLUS Loans

In case you haven’t read our previous post on student loans, beginning July 1st, 2026, the...

The Smart Parent’s Guide to College Visits

Summer is prime time for high school families to hit the road for college visits. Without the...

How to Use Roth Conversions Without Jumping Tax Brackets

Key Takeaways: Plan the tax cost first. Moving pre-tax dollars into a Roth account can be useful...

The Death of the SAVE Plan and What the New “RAP” System Means for Your Student Loans

The landscape of federal student loan repayment has been completely rewritten. If you’ve been...

Tax Planning Strategies for Your Final 5-10 Working Years

Key Takeaways: Your final working years are a valuable window for tax planning. Income, savings...

The End of the Blank Check Era for Federal Student Loans

For decades, paying for higher education often relied on a simple, if risky, math equation: whatever...

How to Use Your 529 Plan for an International College Adventure

Is your student obsessed with the romanticism of international student life? Who wouldn’t want to...

The Squeeze on Higher Education: New Federal Caps and the Myth of the Private Loan Safety Net

The landscape of American higher education is undergoing its most radical transformation in a...

How to Reduce Taxes Before Retirement and Build a More Efficient Retirement Plan

Key Takeaways:  Tax planning before retirement is about timing. The goal is to understand when...
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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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