Episode 9: Learning the Lingo

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The more you know about finance, the better you can manage your money. For this week’s challenge, I’m going to encourage you to wade through something that many people avoid, but which is necessary if you really want to take charge of your money – financial jargon. Learning to “speak finance” is a lot like […]

ESG Investing – Opportunity to Align Values and Dollars

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How to Profit from Your Values An important aspect of Environmental Social Governance (ESG) investing is the opportunity to align your values with your dollars. This has been a rapidly expanding part of the investment universe leading to more investment options, more dollars behind those investments, and more impact on corporate behavior. Flourish Wealth Management […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

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.

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