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...
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...
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...
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...
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...
This article is the third in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to taxes, investments, and assets. In Part 1...