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.
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...
Recently, we’ve been hearing a lot of headlines about how the market keeps reaching all-time highs. In fact, as of September 2nd, the S&P 500 had reached a closing high 54 times in 2021. A rising stock market paired with historically high valuations in some...
If you didn’t catch this month’s office hours, you missed our discussion about common charitable giving strategies that our clients use to minimize taxes. No fear! You can catch the recording by clicking here. Or, read on to learn about the various charitable...
Sometimes it feels like there are way too many options to consider when saving for retirement. Sometimes you can choose between a 401(k), IRA, deferred compensation account, a nonretirement account, or others. We get lots of questions about these different options....
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
Recently I was attending a networking event, and a business connection of mine decided it was time to tell a terrible financial planning joke. “Two ducks are sitting on the runway at O’Hare airport. As an airplane zooms by them, one turns to the other and says...
We often meet with clients who ask us “Should I be contributing to a Roth?” Just the other day, I met with someone who said “My relative told me I should open a Roth. What do you think about that?” First, I’d like to clarify something. There is no such thing as a...
