Flagstone Financial Management

A new milestone for the Flagstone team! Ava passed her Series 65 exam and earned her Investment Adviser Representative license. 🎉 We’re proud of her dedication to continued learning and excited to see how she puts that knowledge to work for our clients.

A big sendoff to our summer intern, Megan McCormick, as she heads into her senior year at UNL! Megan has been an incredible addition to the Flagstone team this summer. She is studying Finance with minors in Business Law and Economics, a member of the Nebraska Business Honors Academy, a Regents Scholar, and President of Chi Omega. We loved having Megan's positive energy and hard-working attitude around the office this summer, and we're thrilled she will be sticking around as we head into fall. We are rooting for you, Megan! 👏

Big news from our team: Michael Johnson will be teaching a brand-new Estate Planning course for the College of Business at UNL this fall! Michael has always valued the opportunity to give back to his alma mater, and now he gets to share his real-world experience with the next generation of students interested in financial planning.

It only felt right to share a flashback picture of Mike on his first day of 1st grade, along with a picture taken on the first day of the 2026 fall semester. Go Big Red! 📚

Natalia and Ava just returned from LPL Financial's Focus 2026 conference in San Diego. Their days were full of educational sessions and connecting with advisors from across the country. They also got to enjoy a little time by the coast! We're grateful to LPL and its sponsors for investing in our team's ongoing education so we can better serve our clients.

Thinking about selling your business? Before a deal closes, there are important planning conversations that can help business owners prepare for what's next. Michael's latest article explores what financial planning can look like before, during, and after the sale of a business.

Read more on our website. 👇

What Does Financial Planning Look Like Before and After a Business Sale? - Flagstone Financial Management Selling your business involves more than closing the deal. Learn how financial planning throughout the sale process prepares you for what's next.

Big news for Nebraska 529 plan holders: Nebraska is expanding what counts as a qualified 529 expense. The biggest change is that private K-12 tuition will become a qualified expense beginning in 2029. We updated our guide to explain what's changed, what's coming, and what it means for your family's education savings. 👇

529 Plan for K-12 Expenses Refresh - Flagstone Financial Management Nebraska's 529 plan rules have changed. Learn how these accounts, K-12 tuition, and qualified education expenses are affected through 2029.

If you haven't read up on the One Big Beautiful Bill Act yet, now is a good time. Dan recently updated our full breakdown to include the latest on Trump Accounts, Nebraska's 529 changes, IRS guidance on tips and overtime, and more.

Read the full update on our website. 👇

Navigating the One Big Beautiful Bill Act: Key Tax Changes for American Households - Flagstone Financial Management Understand the One Big Beautiful Bill Act: major tax updates, deductions, credits, and planning tips for your financial strategy.

You've worked hard and saved for years. Don't let one avoidable mistake get in the way. Natalia Paige's latest article breaks down the costly ones to watch for as retirement gets closer.

Read the full article on our website. 👇

Retiring in the Next 5 Years? Avoid These Costly Mistakes with a $1 Million Portfolio - Flagstone Financial Management Planning to retire soon? Discover four retirement mistakes that could cost you—and how to avoid them with thoughtful financial planning.

A big shoutout to Lead Wealth Advisor Danny Clare for serving as co-chair of this year's United Way of Lincoln and Lancaster County golf event. Flagstone was proud to support the event as an Eagle Sponsor and be part of an incredible day benefiting our local community.

Thank you to everyone who volunteered, participated, and supported this year's event. Together, we can make a lasting impact. 🏌️

Everyone please help us give a warm welcome to Ava Heyne! After joining Flagstone as a Financial Planning Intern this past fall, we’re excited to now have her continuing full-time as a Financial Planning Resident following her graduation from the University of Nebraska-Lincoln.

“What drew me to financial advising was the balance of analytical thinking and personal connection. I’ve always loved working with numbers, but building relationships and getting to know people is where I thrive.”

From Division I volleyball to discovering her interest in finance through leadership opportunities in college, Ava brings a strong team-first mindset and an enthusiasm for building meaningful relationships with clients and coworkers alike.

Read our latest blog article to learn more about Ava’s journey, what led her to financial planning, and why she’s such a great fit for the Flagstone team: https://flagstonefm.com/introducing-our-newest-financial-planning-resident-ava-heyne/