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...
Aging is part of life, but the financial side of aging often catches families off guard. While many people plan for retirement income, travel, or...
We’re excited to announce that Joey Fenwick has become a Partner at Flourish Wealth Management. Joey’s journey at Flourish has been marked by deep client...
Retirement opens the door to a new chapter, one that offers the freedom to design your days, spend more time with family, and pursue long-delayed...
When it comes to personal finances, building wealth over time isn’t about one big decision or a single turning point. Instead, it’s about creating a...
Q3 2025 Quarterly Newsletter
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...