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.
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an accumulation mindset to a decumulation mindset. As our clients...
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years to be a deeply fulfilling time of life. Others, however,...
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...
If you are self-employed, you have no shortage of options when it comes to selecting a retirement account for your business. That’s why we’re in the middle of a series of blog articles that describe various types of retirements accounts, their rules, and pros and...
Throughout this quarter’s blog series, we’ll be discussing different types of retirement plans that self-employed workers commonly use. There’s no shortage of options. Being self-employed, you’re tasked with wading in the pool of alphabet soup to try to understand...
You’ve decided you’re about ready to retire. But you’re not sure about what you should consider before finally taking the leap. That’s totally understandable because it’s a big decision and shouldn’t be taken lightly. I can guess that you’re a planner, though,...
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...
This quarter’s education series is Financial Considerations Upon Retirement. The first post addressed cash flow and taxes. Now we're turning our attention to one of the biggest worries in retirement — the cost of healthcare and other types of insurance. Insurance...
Today we’re kicking off this quarter’s education series – Financial Considerations Upon Retirement. The first post in this series discusses issues related to cash flow and taxes. There are several issues to think about before you retire. Give each of these issues...
Recently, we’ve been hearing a lot of headlines about how the market keeps reaching all-time highs. In fact, as of September 2nd, the S&P 500 had reached a closing high 54 times in 2021. A rising stock market paired with historically high valuations in some...
