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Flowerstone Financial News & Insights
Next stop: College
It’s the time of year when high school seniors are selecting their college destination for this fall. Many undecided students will use spring break for a campus visit or two as they narrow their choices. Having assisted countless families with college planning the...
Test drive
Mentioned in our prior blog post, why not test drive a mini retirement before the real one arrives? I believe the key to a successful long-term retirement is taking a break or reducing hours before it’s necessary. This may be easier for some professionals based on...
Future of Retirement
Traditional retirement definitions have been eroding for years. People are working longer today, both by choice and necessity. Some trends are changing while others remain the same. How might this impact how you define retirement? What’s changing Most pension plans...
Reflection
What do you do when your account values shrink in the current investment environment? You may have created a well thought out plan and were happy with your progress, then life happened! With so many events taking place today, many out of our control; how do you stay...
Influencers
\Who’s had the largest financial influence on your decisions around money? The answer may surprise you. Beginning at an early age, it’s natural to absorb opinions and philosophies on money by watching and listening to our parents. Many of their decisions,...
Podium
Johan Clarey from France just captured a silver medal in the men’s downhill at the age of 41. Former wrestler Nick Baumgartner age 40, collected a gold medal for team USA in snowboard cross with Lindsey Jacobellis. Katie Ledecky continues to get faster in the water...
Ready, set, plan
When considering a financial plan, ask yourself the following question. Am I (are we) ready to plan now? Being ready is an important first step in the process. Having the right mindset in place allows you to get the most out of your plan. This mindset often begins...
New Job
You or someone you know may be contemplating a job change this year. This is no small decision as I learned firsthand when I left my employer and founded a company in 2019. There are many factors to consider in a new role. The three themes below (there are more)...
Inflate – what?
Seriously, take a deep breath and relax, inflation is not as scary as it sounds….IF you have a plan. Every media outlet and newsfeed I see today seems to be sounding the alarm on rising costs. That’s what inflation is, the same stuff we purchased yesterday that now...
Adventure
We distributed our annual shareholder letter to clients this week. It’s something we do each January to reaffirm our guiding principles, provide reflections on the past year, and share updates on our practice. We feel good about our work and the impact it’s having...
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Flowerstone Financial are not affiliated. Cambridge does not offer tax or legal advice.
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Reston, Virginia 20190
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