Q3 2024 Quarterly Newsletter

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Kathy Longo, CFP®, CAP®, CDFA Tuesday, October 15, 2024 Welcome to the Autumn edition of our quarterly newsletter! As we enter the homestretch of 2024, we’re excited to bring you insights from the Flourish Team! We are thrilled to announce that Money.com has recognized Kathy Longo as one of the Best Financial Planners of 2024! This prestigious honor places her among a special group of just 80 financial planners nationwide, selected from over 1,000 candidates. This quarter’s featured article covers the importance of having candid discussions with aging parents about money and finances. As always, we have the latest […]