by Daniel Stous | Aug 20, 2025 | Estate Planning, Insight, Investments, Loans, News, Retirement, Tax Legislation, Taxes, The Market
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law, a sweeping piece of legislation that extends and expands many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) while introducing some notable new changes as well. While the...
by Daniel Stous | Jul 18, 2025 | Insight, Investments, Money Management, Retirement, Taxes, Tips
Meet Emily, a self-employed 38-year-old cybersecurity consultant who just landed a string of high-profile contracts. Her income has skyrocketed to $450,000 a year, a far cry from her days as a mid-level IT analyst. She’s thrilled but nervous. The stakes are high: she...
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...
