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’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.
Throughout our blog series about retirement plans for the self-employed, there has been a lot of “either this or that.” Simple IRA or SEP IRA? Solo 401(k) or SEP IRA? Roth IRA or Traditional IRA? Typically, business owners will choose one type of retirement account...
This quarter, we’re looking at self-employed retirement plans. We’ve discussed characteristics and pros and cons of Traditional and Roth IRAs, the SEP IRA, and the SIMPLE IRA. Today, we’re discussing the characteristics of the Individual 401(k), also known as the...
If you are self-employed, you have no shortage of options when it comes to selecting a retirement account for your business. That’s why we’re in the middle of a series of blog articles that describe various types of retirements accounts, their rules, and pros and...
For those who are self-employed, retirement savings should be at the forefront of your mind. You’re in the driver’s seat, and your options are plentiful to ensure a good fit for your business. But understanding what’s best for your situation can be confusing. This...
Throughout this quarter’s blog series, we’ll be discussing different types of retirement plans that self-employed workers commonly use. There’s no shortage of options. Being self-employed, you’re tasked with wading in the pool of alphabet soup to try to understand...
It is hard to believe, but we will soon be completing our third year in business as Flagstone Financial Management. We opened our doors on January 1, 2017. Flagstone was a dream of mine for a number of years, but I wasn’t sure if it would come to fruition as I...
As many of you know, Flagstone Financial Management recently moved into a new office that we built in Village Gardens, a development in south Lincoln. Many of our business clients have asked about the building process because they are interested in doing the same...
