Financial planning for college-bound families
Dublin, Ohio
Joined January 2010
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Capstone Wealth retweeted
Name, Image, and Likeness deals are a big thing right now for the top 1% - 2% of college athletes. @capstonewealth peels back the curtain to give you an idea of all of the different aspects of NIL. ow.ly/5xxG50ZGh7q
Before you tap into your 529 college savings plan, make sure you avoid costly tax mistakes with proper timing!
Join me on Wednesday, August 26th at 12:00 PM EDT for my live webinar: Smart Money Moves for the College-Bound™!
REGISTER: capstonewealthpartners.zoom.…
College is expensive. Overpaying for it is optional.
I'm bringing back my webinar, Smart Money Moves for the College-Bound™, to teach you how to find the most FREE money for college so your student can go to the BEST school at the BEST price.
capstonewealthpartners.zoom.…
The Senate passed the College Transparency Act to give families real numbers on college costs, aid, and post-grad salary expectations.
BUT there's a catch...
Have questions? Schedule a free session with me here: calendly.com/capstonewealth-…
Capstone Wealth retweeted
💵 Learn how a CFP can help you reach your money goals with a personalized plan. Currently in the Spotlight (randomly selected): 1️⃣ @capstonewealth 2️⃣ Andrew Barnes 3️⃣ Greg McCall 4️⃣ Ohan Kayikchyan
#cfp #financialadvisors #financialplanning
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Capstone Wealth retweeted
College admissions is going back to standardized tests as a requirement. Doing well on those tests is a good way to bump up your financial aid package at some schools, explains @CapstoneWealth Partners. capstonewealthpartners.com/w…
⏰ THE DEADLINE IS ALMOST HERE!
If you have a child currently in college and another one starting soon, federal student loans are about to look completely different on July 1st, 2026.
Capstone Wealth retweeted
Summer is when most college campuses are at their most beautiful. It is also the time when it is more convenient to go on visits. @CapstoneWealth warns not to be wooed by the aesthetics, but to judge each campus analytically. Here's how: ow.ly/SE8150ZaFGb
If you’ve been coasting on federal student loan forbearance, you’re in for a rude awakening.
Read more here: capstonewealthpartners.com/t…
Capstone Wealth retweeted
Q: Is study abroad a 529-able expense?
A: Yes, but there are certain restrictions. A school must possess a federal school code and be a Title IV school, among other restrictions, explains @CapstoneWealth.
capstonewealthpartners.com/h…
It’s 5/29, and you know what that means…
Happy 529 Day! 🥳 College 529 Day, that is.
A College 529 Plan is hands down one of the best savings vehicles for your child’s education and your family’s future.
And we have a GREAT one right here in Ohio with @ohio529!
Millions of graduate students are about to hit a financial wall this summer.
Find out more here: tinyurl.com/3n68epay