by Daniel Stous | Jun 27, 2018 | Retirement
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...
by Michael T. Johnson | Jun 13, 2018 | Money Management
Flagstone Financial Management is a fee-only “planning first” firm so we spend as much time on financial planning and holistic advice as we do on investments. One of the main areas we review with many of our clients is their estate plan. An estate plan can be...
by Daniel Stous | Jun 1, 2018 | Insight
Many individuals are in the position to be able to give away a portion of their income or their wealth to charity, but they really don’t have a clue where to start. You might have had some questions run through your mind. What charities should you give to? Is it...
