Author’s Note (July 2026): We first published this article to explain a quirk of Nebraska law—that while the federal government treated private K-12 tuition as a “qualified” 529 expense, Nebraska did not. That has finally...
After decades of disciplined saving, sacrificing, and planning, retirement is finally within reach. But for many people, that finish line comes with an unexpected feeling: anxiety. The paycheck stops. The accumulation phase ends. The nest...
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...
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....
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,...
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...