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.
December of 2022, Congress passed a major spending bill, with seemingly endless changes to retirement account rules. The changes are being dubbed SECURE Act 2.0, a nod to the major changes that were passed in the SECURE Act from December 2019. Many of the changes...
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...
You’ve decided you’re about ready to retire. But you’re not sure about what you should consider before finally taking the leap. That’s totally understandable because it’s a big decision and shouldn’t be taken lightly. I can guess that you’re a planner, though,...
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...
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...
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...
