Top Mistakes In Charitable Giving

by Kathleen Longo on August 17, 2014 Charitable discussions are frequently part of the planning process.  Here are my thoughts about the most common mistakes I see in charitable giving, and some suggestions on alternatives to consider. Waiting until the end of the year to give: Many individuals think about giving at the end of the […]

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

Skip to content