When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...
Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...
Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...
The way we think about money often matters just as much as the numbers themselves. Financial decisions aren’t made in a vacuum; they’re shaped by...
In this conversation with Michael, Kathy Longo reflects on the journey of Flourish Wealth Management and the intentional decisions that have shaped the firm’s evolution....
When people think about financial decision-making, they often focus on numbers – budgets, balances, and investment returns. While financial knowledge certainly plays a role, it’s...
When people talk about financial confidence, they often picture someone who has it “all figured out” — organized spreadsheets, clear goals, and decisive money moves....
Kathy Longo, CFP®, CAP®, CDFA Wednesday, October 22, 2025 A new year often invites reflection, not just on where markets have been, but on how...
As the holiday season arrives, life tends to get wonderfully full – celebrations, travel, family traditions, and moments of reflection. It’s also the perfect time...
Q1 2026 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Wednesday, April 15, 2026 As we move further into spring, it’s often a natural time to pause and reflect on...