Author: Kathy Longo

Kathy Longo

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.

Discover how family finance conversations can align goals and build a stronger financial future together. Conversations Navigating

Strategic Family Finance Conversations: Navigating Money Management Together

Kathy Longo October 23, 2024

Q3 2024 Quarterly Newsletter

Kathy Longo October 15, 2024

Money Talks with Aging Parents: Navigating Family Finances

Kathy Longo October 8, 2024

Discover the keys to thoughtful estate planning and learn how to pass on prosperity for future generations.

Thoughtful Estate Planning: Passing on Prosperity

Kathy Longo September 23, 2024

Discover essential legacy tax strategies that may help build and preserve generational wealth for your family's future.

Legacy Tax Strategies: Building and Preserving Generational Wealth

Kathy Longo September 9, 2024

Boosting Retirement Savings with Health Accounts

Kathy Longo August 19, 2024

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

Retirement Readiness: Mindset for a Successful Transition

Kathy Longo August 5, 2024

Discover essential tips for post-college money management, including budgeting, saving, investing, and managing student loan debt.

Financial Launchpad: Post-College Money Management

Kathy Longo July 22, 2024

Discover the essentials of saving for college with our comprehensive guide on understanding 529 plans.

Navigating College Savings: Understanding 529 Plans and More

Kathy Longo July 18, 2024

Q2 2024 Quarterly Newsletter

Kathy Longo July 17, 2024

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Author: Kathy Longo

Kathy Longo

Strategic Family Finance Conversations: Navigating Money Management Together

Q3 2024 Quarterly Newsletter

Money Talks with Aging Parents: Navigating Family Finances

Thoughtful Estate Planning: Passing on Prosperity

Legacy Tax Strategies: Building and Preserving Generational Wealth

Boosting Retirement Savings with Health Accounts

Retirement Readiness: Mindset for a Successful Transition

Financial Launchpad: Post-College Money Management

Navigating College Savings: Understanding 529 Plans and More

Q2 2024 Quarterly Newsletter

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