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.
December of 2022, Congress passed a major spending bill, with seemingly endless changes to retirement account rules. The changes are being dubbed SECURE Act 2.0, a nod to the major changes that were passed in the SECURE Act from December 2019. Many of the changes...
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...
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
This week’s blog article comes to you from the research team at Dimensional Fund Advisors. During this time of uncertainty in the markets (and on the homefront!), we can all stand to be reminded that while the markets can experience extreme one-day gains and...
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...
As Flagstone continues to grow, we recognize that much of our success is a result of being a part of a caring, generous community. Our clients - whether they are in Lincoln, Omaha, or elsewhere – tend to display an attitude to better themselves, those around them,...
Flagstone Financial Management recently concluded its first year in business. As I reflect on what has transpired over the last year I am thankful for this past year and very excited for the future. In some ways it feels like 2017 lasted five years and in some...
