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...
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...
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...