College Pre-Approval

Don’t freak out about college! Stephanie helps parents ease the college planning pain by making the most of your childs school selection, their financial aid, tax opportunities, and your own savings.

Investments

Stephanie is Fee-only financial planner and her company is a Registered Investment Advisor. That means her fiduciary responsibility is to act in your best interest. She only receives compensation directly from you as the client.

Retirement

Would you like to retire someday? You’ll absolutely love this… Since Stephanie is Fee-only (like a CPA or attorney operate) she provides more comprehensive advice than someone motivated by commissions.

Stephanie Bacak specializes in helping families that do not qualify for financial aid to pay for college.

AS SEEN ON:

Latest News

Stephanie Bacak will update you on information that will help your family financially.

No More Tax-Free Lunch

Business Owners, this is not a happy part of the Tax Cuts and Jobs Act changes. We have lost the Meals and Entertainment 50% deduction. But some meals remain a[…]

Stephanie Bacak November 3, 2018 0

Increased Contribution Limits Announced

The IRS just announced increased contribution limits for IRAs and many retirement plans. IRAs now have a $6000 limit, 401(k) $19,000 on the employee side, and SEPs $56,000 limit. This[…]

Stephanie Bacak November 1, 2018 0

Tax Law Changes and the Backdoor Roth

Good News! While the Tax Cuts and Jobs Act of 2017 reads as though the backdoor Roth is dead, never fear! A Roth IRA isn’t perfect for everyone, it certainly[…]

Stephanie Bacak October 1, 2018 0

Contact Stephanie:

PHONE NUMBER:

770-954-8823

EMAIL ADDRESS:

Stephanie@CapstoneGlobalAdvisors.com

OFFICE ADDRESS:

401 Westpark Court, Suite 200 Peachtree City, GA 30269