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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.
Insight and News
Recent Articles
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.
Pros and Cons of Working Part-Time During Retirement
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an accumulation mindset to a decumulation mindset. As our clients...
The Psychology of Retirement
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years to be a deeply fulfilling time of life. Others, however,...
What things should I consider as a business owner?
According to U.S. Census Bureau statistics, an average of 4.4 million businesses are started in the United States each year. Unfortunately, 50% die by year five (Fundera). Planning and preparation can make the difference in whether your business survives. This...
Business Ownership Legal Issues
As we continue our series on issues to consider related to business ownership, we’ll shift our focus to legal and business formation issues. Many of our clients ask us about what type of business entity they should form and other legal questions. We’re not...
How might business ownership affect me personally?
Starting your own business can be a rewarding and life-changing experience. Pursuing a personal passion, developing a meaningful environment, and fulfilling a niche that meets the needs of others can give our work meaning. The rewards can certainly be great....
Challenging 2022
As you are all aware, last year was a challenging time to be an investor. Bonds had their worst year in recorded history with a -13% return. More speculative assets such as high-growth stocks, crypto assets — and almost any asset that spiked dramatically during the...
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We are passionate about meeting new people and helping them along their financial path. We would love to answer any questions you might have, hear about the path you have been on and learn where you want to go. Our initial consultation is completely free, and gives you the opportunity to explore what it might look like to work together. Schedule a time to chat on the phone, web video, or in person.
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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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