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.
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...
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...
