Baby Boomers are the wealthiest generation in history and 45 million households will move trillions of dollars to the next generation.[i] But with that transfer comes worry and fear of spoiling or creating an entitled generation. We’ve all heard sayings about how most wealth is lost in three generations. Interestingly enough, it’s actually often lost in two. […]
Copyright ©2025 Flourish Wealth Management, Inc. All Rights Reserved.
![badge bfp[1]](https://flourishwealthmanagement.com/wp-content/uploads/badge-bfp1.webp){kind=icon}
We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.
