Apr 05

529 Myths Prevent Understanding of This College Savings Tool

In America today, only 56% of families with children are saving for college and only 30% of those who are saving are using a 529 plan to do it! We are shocked by this figure! Certain 529 myths still exist which prevent families from understanding the value of this important... read more →

Mar 26

Capstone Wealth Partner’s View on the College Admission Scandal

The normally quiet world of college admissions was rocked this week with a major college admission scandal. The FBI and the U.S. attorney’s office in Boston indicted 50 people including Hollywood actresses Felicity Huffman and Lori Loughlin in a scam to obtain entrance for their children into select colleges including... read more →

Mar 22

Liberal Arts Colleges in Crisis

Green Mountain College in Vermont is closing its doors after 185 years. Mount Ida College closed abruptly in May 2018. Southern Vermont College is the latest announcing their closing in the beginning of March. Newbury College is closing at the end of the spring semester. Hampshire College in Massachusetts is... read more →

Mar 14

Action Plan for College: Senior Year

Senior year...the pinnacle of the high school journey. This year will fly by quicker than the ones leading up to it if you can believe it. Senior year is filled with milestones and memories, and we’re sorry to say stress. Understanding the tasks ahead and having a game plan can... read more →

Mar 07

FREE MONEY – How YOU can take advantage of tax credits when 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 college-related tax credits and how YOU can take advantage of them.... read more →

Feb 28

Action Plan for College: Freshman Year

College Action Plan for Freshmen In freshman year, everything is new (and sometimes kind of scary). New school, new classes, new classmates, new teachers...they are starting on the next part of their journey, and students know that things are going to change. At this point, students will start to think... read more →

Feb 19

Financial Aid Award Letter capstone wealth ohio

Appealing the Financial Aid Award Letter

UPDATE February 23, 2019 Last week, we took a look at the financial aid award letter received by seniors each year in mid-February. Families need to understand the fine print of the award letter in order to make an informed decision about the best college and how much it will cost... read more →

Feb 13

Choosing a College: The Financial Aid Award Letter

UPDATED 2/12/2019 High school seniors and their families are waiting on pins and needles in mid-February. They have acceptance letters from several colleges, but they might not know a very important key to the decision--how much it will cost! Colleges send out financial aid award letters to provide all the details.... read more →

Feb 08

Is ACT and SAT Testing Required?

In the state of Ohio, all juniors will take either the ACT or SAT sometime in February or March. Other states also use these exams (or something similar) as part of their benchmark testing to show students are ready for graduation. Despite the requirement that students sit for these exams,... read more →

Jan 31

Action Plan for College: Sophomore Year

Sophomore year is a time when high school students have settled in. They know the drill and how high school works. At this point, they will start to think about life after college in a very generic way. Their path is starting to take shape. What are some things parents... read more →