The College Funding Question Many Wealthy Families Overlook

What if paying cash for college isn’t always the smartest financial move?

In this video, Kari McKinley from Capstone Financial Advisors explains why some high-net-worth families strategically consider student loans, FAFSA, and 529 planning as part of a broader wealth strategy.

From preserving liquidity to coordinating tax planning and long-term investment goals, education funding decisions could have a bigger impact on your financial picture than many families realize.

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IMPORTANT DISCLOSURE INFORMATION This video is not a substitute for personalized advice from Capstone and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This article is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed by other businesses and activities of Capstone. Descriptions of Capstone’s process and strategies are based on general practice, and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review by contacting us at [email protected] or (630) 241-0833.