by Daniel Stous | Apr 16, 2025 | Death of Spouse, Insight, Money Management, Tips
Losing a spouse is tough. Figuring out finances then can feel heavy. Here at Flagstone, we’ve helped folks navigate Social Security for years—especially widows’ benefits. Today, we’re diving into when widows can claim Social Security. We’ll cover how timing...
by Daniel Stous | Jul 22, 2024 | Insight, Insurance, Retirement, Taxes
Navigating Medicare can sometimes make retirees or near-retirees feel like they are deciphering a foreign language. One of the trickier parts is understanding IRMAA. If you’ve heard this term thrown around and felt a bit lost, don’t worry. We’re breaking it down in a...
by Daniel Stous | Jul 1, 2024 | Insight, Money Management, Retirement, Tax Legislation, Tips
Near the end of 2022, Congress passed the SECURE Act 2.0. Its passage affected quite a few investors who have saved or are saving for retirement. One change is that retirees won’t have to start taking money from their IRAs until age 73. And the RMD age...
by Daniel Stous | May 30, 2024 | College Saving, Money Management
Author’s Note 5/16/2024: It is our understanding that the information below regarding Nebraska’s 529 plan is still current, and state legislation has not changed. However, rules can change. Please reach out to us if you are ever unsure of how the rules...
by Daniel Stous | Feb 7, 2024 | Business Advice, Insight, Retirement
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...
