Financial wellness is the industry’s latest buzz word. So, what do Capstone and Joe Messinger have to do with the NFL? Joe had the pleasure of attending the Strategic Insight 529 Conference 2017 recently in Orlando, FL. The 529 Conference is a gathering of 529 industry professionals. His partner at... read more →
Nov
03
Oct
13
What could be confusing about “mom” and “dad”?! Well, on a government form like the FAFSA, it is causing headaches. Single parent filers are having problems with the FAFSA due to a small change made on the financial aid application this year. If you are not familiar with how it... read more →
Sep
15
More and more students are dreaming of study abroad trips when they think about going off to college. Immersing themselves in the culture of another country. Exploring in a way they won’t be able to in the early years after graduation when money is tight. In 2014/2015, 313,415 students from... read more →
Sep
08
We are at the breaking point. The price of college has risen to the point where enrollment is declining. The cost has reached the point where families simply can’t afford to send their child to college. Some universities are looking for ways to make college more affordable and keep costs... read more →
Sep
07
Capstone Wealth Partners is honored to be a part of this recent article from FA (Financial Advisors) Magazine. All too often financial advisors are at a loss when it comes to college funding. How can they help families struggling with student loan debt? How can they help families pay for... read more →
Sep
01
We came across an article the other day about gaming college rankings. This interesting piece digs deep into the story of Northeastern University. They made a conscious decision in the late 1990s to focus on moving up in the US News and World Report college rankings. And they have gone... read more →
Aug
23
Taking a moment to share with families some of the work we are doing with financial advisors to give them the skills to help college-bound families...like you! Capstone College Partners is honored to be counted among the XY Planning Network’s member resources. Running your own RIA takes hard work and... read more →
Aug
18
Every year college students and their families file financial aid applications. The FAFSA or Free Application for Federal Student Aid is the tool used to apply. The Department of Education and the IRS have been struggling recently with security concerns. In April, we talked about the Data Retrieval Tool (DRT)... read more →
Jul
25
How does this fee-only advisor leverage his proprietary “College Pre-Approval” process to help families with college financial planning? Capstone is excited and humbled to be sharing this article from "529 Insiders": Question and Answer with Joe Messinger, CFP®, ChFC®, CLU®, Partner and Director of College Planning at Capstone Wealth Partners.... read more →
Jul
21
You’ve been saving in your 529 plan getting ready for that day when your student goes off to college. Well, the day has finally come. What now?! What do parents need to think about? How to pay for college with a 529? What about tax considerations and cash flow? ... read more →