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529 College Savings Plan

How to Pay the College Bill

Congratulations! Your client's kiddo has been accepted to their dream school and maybe even received a great scholarship. Now it...

Saving for College & College Aid Pro™ Present: How to Pay the College Bill

We will show you how to help your clients pay for all 4 years of college down to the penny,...

Webinar: Everything You Need to Know about Scholarships

We're giving you the power to efficiently navigate the college funding maze and unlock tens of thousands of dollars in...
college advisor helping parents with college savings planning

Is Your Client Behind on College Savings? Here’s How to Catch-Up

Are your clients behind on their college savings? Here are three ways you can help them catch up.
new graduate hugging parents

Happy 529 Day! Celebrating Our Partners in Success

National 529 Day has arrived! Hear from five of our partners in success and learn how CAP has empowered their...
financial advisor giving 529 planning advice to a black family with a college bound student

National 529 College Savings Plan Day: How to Support Your Client’s College Planning Goals

529 Savings Plans are crucial for college-bound families. Here’s a brief overview of the 529 landscape (plus some marketing tips)...

Grandparents and 529 College Savings Plans: What You Need to Know

Grandparents want to help. They see the expense ahead for their kids to pay for college education for their grandkids....

How to Choose a 529 College Savings Plan and How Can We as RIAs Help?

As financial advisors and regular readers of Capstone’s college blog (or simply living and breathing), you know the price of...
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