Retirement Readiness: Mindset for a Successful Transition

Explore the key to a fulfilling retirement with "retirement mindset work." Learn about aligning emotional and financial intelligence for a smooth transition.

Retirement is often viewed as the ultimate goal, a reward for decades of hard work and diligent saving. However, the transition from a structured career to a life of flexibility and options can be daunting and filled with uncertainty. At Flourish Wealth Management, we understand that successful retirement isn’t just about financial stability because it’s […]

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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