Charitable Giving Strategies
By Danny Clare
Before we discuss four charitable giving strategies, take a step back to ask yourself why you are giving to charity. Is it to lower taxes? If so, why are you trying to lower taxes? Generally,...
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Category: Charitable Giving
Financial Considerations Upon Retirement: Long-Term Planning
By Daniel Stous
This quarter’s education series is Financial Considerations Upon Retirement. The first two posts addressed cash flow and taxes and healthcare and insurance. One of the most valuable ways we at Flagstone help our clients achieve...
A Note From Michael Johnson: Reflecting on 2021
By Michael T. Johnson
2021 Year in Review It is that time of year when we look back at the year in the rearview mirror to celebrate successes and learn from mistakes as well as look through the windshield...
Donor Advised Funds – Honestly, They’re Not For Everyone
By Daniel Stous
Last month, I spoke with CNN about some pitfalls that should be avoided when using Donor Advised Funds. It was timely because as the end of the year approaches, many taxpayers are looking for ways...