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....
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...
The holidays have a way of bringing out our most generous instincts. We want to surprise, delight, and show up for the people who matter...
When it comes to building a financial life that reflects your goals and values, every decision matters. From how you approach investing to the way...
If you’ve reached your 40s or 50s and feel like you’re behind on saving for retirement, you’re not alone. Many people find themselves in the...
Planning for retirement often feels like a marathon, not a sprint. For many people, the years leading up to age 50 are filled with juggling...
Kathy Longo, CFP®, CAP®, CDFA Wednesday, October 22, 2025 As summer fades and the first signs of autumn appear, it’s a natural time to pause...
Q4 2025 Quarterly Newsletter
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...