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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.
Financial Considerations Upon Retirement: Long-Term Planning
This quarter’s education series is Financial Considerations Upon Retirement. The first two posts addressed cash flow and taxes and healthcare and insurance. One of the most valuable ways we at Flagstone help our clients achieve their financial goals is by knowing...
Financial Considerations Upon Retirement: Healthcare & Insurance
This quarter’s education series is Financial Considerations Upon Retirement. The first post addressed cash flow and taxes. Now we're turning our attention to one of the biggest worries in retirement — the cost of healthcare and other types of insurance. Insurance...
Financial Considerations Upon Retirement: Cash Flow and Taxes
Today we’re kicking off this quarter’s education series – Financial Considerations Upon Retirement. The first post in this series discusses issues related to cash flow and taxes. There are several issues to think about before you retire. Give each of these issues...
Financial Considerations Upon the Death of a Spouse: Taxes, Investments & Assets
This article is the third in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to taxes, investments, and assets. In Part 1 we discussed estate settlement issues, and Part 2 addressed...
Financial Considerations Upon the Death of a Spouse: Insurance & Cash Flow
This is the second in a three-part blog series related to financial items to consider if your spouse passes away. This post takes a look at insurance and cash flow. Part 1 focused on financial issues related to estate settlement. Future topics will include taxes,...
Financial Considerations Upon the Death of a Spouse: Estate Settlement
This article is the first in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to estate settlement. In Part 2, insurance and cash flow is addressed. And in the coming weeks, we’ll...
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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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