Kathy Longo, CFP®, CAP®, CDFA Friday, January 17, 2025 As we step into the new year, I want to express my gratitude for all those...
We are thrilled to announce that Kathy of Flourish Wealth Management has been recognized by Money as one of the Best Financial Planners of 2024!...
Kathy Longo, CFP®, CAP®, CDFA Tuesday, January 16, 2024 I’m delighted to announce that as we step into the New Year, Flourish Wealth Management is...
International stocks have flipped their script in the past few months – what does this mean for your portfolio? For the past 14 years, U.S....
Flourish Wealth Management has been listed as one of the best financial advisory firms in Minneapolis for 2023! Expertise.com finds and reviews the top service...
Flourish Wealth Management has been officially selected by USA Today as one of the best Financial Advisory Firms of 2023! USA Today’s list of best...
While women control some $10 trillion in assets at the moment, the financial advisory industry remains dominated by men. A byproduct of this is that...
Being a business owner has its challenges, and learning to delegate and let go is one of the biggest ones I face. It can be...
Professional development is a cornerstone of our continued effort to best serve our clients, and in that vein, we are pleased to share that Jay...
Q1 2025 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Tuesday, April 15, 2025 As the snow melts and signs of spring start to bloom, we’re reminded of the fresh...