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’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.
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 their financial goals is by knowing...
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 at what lies ahead. Markets The stock markets once again delivered returns above...
If you didn’t catch this month’s office hours, you missed our discussion about common charitable giving strategies that our clients use to minimize taxes. No fear! You can catch the recording by clicking here. Or read on to learn about the various charitable giving...
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 to be less of a taxpayer. And Donor Advised Funds are sometimes a...
