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You want to find a pathway to your future
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You want to find a pathway to your future
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
Insight and News
Recent Articles
Welcome to your go-to resource for expert answers to your financial planning questions.
Wondering how much life insurance you need? Want some smart spending tips? Looking for tax-efficient ways to give to your favorite charity? Find all the answers—and much more—below.
Lessons From the Estate Mess of Aretha Franklin: A Glimpse Into Nebraska’s Holographic Wills Law
The world lost an incomparable musical talent when Aretha Franklin, the Queen of Soul, passed away in 2018. The late singer’s estate has since become the center of attention due to the absence of a formal will. After a two-day trial in Michigan, a jury found the...
Navigating Relationship Challenges in Retirement
Retirement marks a significant milestone in life, but it also brings its own set of unique issues for couples. As partners transition from their careers into this new phase, they may encounter various relationship challenges that require thoughtful navigation. From...
Make the Most of Your Retirement Gap Years
Retirement is a time of significant financial change, and it’s important to have a tax planning strategy in place to make the most of your retirement income. Many of our clients have what we call “gap years” in the early years of their retirement before they claim...
Should I Downsize My Home?
Because many Americans hold much of their net worth in a home, home ownership is relevant to many financial planning discussions we have with our clients. As needs change in retirement, people begin to wonder, "Is it time to downsize my home?" It might sound simple...
Pros and Cons of Working Part-Time During Retirement
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an accumulation mindset to a decumulation mindset. As our clients...
The Psychology of Retirement
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years to be a deeply fulfilling time of life. Others, however,...
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We are passionate about meeting new people and helping them along their financial path. We would love to answer any questions you might have, hear about the path you have been on and learn where you want to go. Our initial consultation is completely free, and gives you the opportunity to explore what it might look like to work together. Schedule a time to chat on the phone, web video, or in person.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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