by Ryan Stille | Dec 17, 2021 | Values
It’s the season of giving, how much should you give? Should it be a cash gift or asset gift? Should you gift one time or on a continuing basis? Consider the following so your gift may make the largest impact possible. Timing: To qualify for a tax deduction this...
by Ryan Stille | Nov 17, 2021 | Financial Planning, Investments, Savings, Values
I love getting my progress reports each week from Fitbit! Generally showing up each Tuesday morning via email providing me insight from the last seven days of activity. My favorite metrics are my average hours of restful sleep and resting heart rate. There are lots of...
by Ryan Stille | Oct 20, 2021 | Family, Financial Planning, Market, Values
Our family has a tradition of going apple picking each October. It is a wonderful time to get outdoors, walk the orchard, and taste all the different varieties. The bushel we quickly fill is more than enough to eat, bake, and share with friends and neighbors. Apples,...
by Ryan Stille | Jun 24, 2021 | Family, Financial Planning, Values
When Flowerstone Financial was created 20 months ago, it was with the purpose to serve a limited number of client relationships. Leaving an environment of transactions and more for more sake, I was curious if a financial firm may be created and grown to serve a small...
by Ryan Stille | Jan 6, 2021 | Financial Planning, Values
Each January, our firm distributes a shareholder letter to our clients which reiterates our guiding principles and covers important planning themes. We view clients as shareholders in our practice, ongoing communication is critical in our partnership together as this...
by Ryan Stille | Nov 18, 2020 | Family, Financial Planning, Investments, Market, Values
I left my previous firm of 23 years. It was a huge move to make, one that required an exhaustive amount of planning, timing, and frankly some luck. Driving this move was my beliefs, vision, and passion to serve clients in a manner that did not require product quotas...
