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 about these secrets that you can take advantage of? 1. You can choose to "superfund" a 529 plan. If you have a wealthy... read more →
May
03
May
03
In America today, only 78% of families with children are saving for college, and only 48% of those surveyed are saving and using a 529 plan to do it! The truth is that 529 plans can be an excellent tool to save for college, and they can help parents not... read more →
Apr
18
Has your student been struggling to decide what they want to do after they graduate high school? They're not alone. In a recent study, close to 41% of high school students surveyed felt "unprepared to make a career choice or declare a major" upon graduating. For some, looking into military... read more →
Apr
12
When looking at your financial aid award letter, you need to understand the fine print in order to make an informed decision about the best college and how much it will cost you and your family for all four years (or more!). Let’s consider something else–it's possible to appeal that... read more →
Apr
04
With the price tag of a college education reaching higher levels every year, students will have a very hard time shouldering the entire cost burden all by themselves--unlike 30 years ago. However, students can help pay for college by putting in some work both ahead of college and during school.... read more →
Mar
22
We often hear the term "return on investment" or "ROI." We use those words ourselves all the time at Capstone Wealth Partners. When you invest, you expect a certain return or increase in the value of the amount you invested over a period of time. College should be viewed through... read more →
Mar
15
In 2024, many families are still waiting to receive their financial aid award packages due to changes in when the FAFSA became available to incoming students and, as a result, delayed colleges in receiving financial information to pull together award letters. Due to this unique timetable, it's even more important... read more →
Mar
08
Your student has made a college choice. You have accounted for all your savings, cash flow, scholarship, and grant options. And you discover you still haven’t covered all the costs. In other words: You have a funding gap. Student loans and borrowing to pay for college will have to be... read more →
Feb
21
The cost of college today is a reach for most families--to say the least! Families can make the cost more manageable by understanding how to be an educated consumer. The ideal solution is finding ways to pay for college using other people’s money. Scholarships or "gift aid" are free money for college... read more →