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You want to find a pathway to your future
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 want to find a pathway to your future
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.
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Welcome to your go-to resource for expert answers to your financial planning questions.
Wondering how much life insurance you need? Want some smart spending tips? Looking for tax-efficient ways to give to your favorite charity? Find all the answers—and much more—below.
Understanding Medicare IRMAA: A Retiree’s Guide
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...
Should I Convert Money to a Roth IRA?
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...
Can I Use a 529 Plan for K-12 Expenses in Nebraska?
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 might apply...
Introducing Dane Bowen
Hi, everyone, I’m Dane Bowen, the newest addition to the team here at Flagstone Financial Management. As some of you might remember, I interned at Flagstone for about a year in 2019–2020. In my time as an intern, I was really impressed by the work done here and the...
Retirement Plan Options for the Self-Employed: SEP IRA
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...
Retirement Plan Options for the Self-Employed: Cash Balance Plan
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...
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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