Flourish Blog
From budgeting and saving strategies to tax planning and risk management, we’re dedicated to equipping you with the knowledge and tools you need to achieve financial success. Join us on this journey toward financial freedom and take control of your financial future.
EQ + IQ = Wealth: How Emotional Intelligence Shapes Stronger Financial Choices
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 only part of the picture. Money decisions are actually shaped by emotions, habits, and past experiences, and that’s where emotional intelligence comes in. Understanding emotional intelligence and your finances can help explain why certain choices feel easy while others feel stressful, even when the math seems straightforward. By becoming more...
- Kathy Longo
The Psychology of Financial Confidence: Building Habits That Support Your Goals
When people talk about financial confidence, they often picture someone who has it “all figured out” — organized spreadsheets, clear goals, and decisive money moves. In reality, financial confidence rarely starts with having all the answers. More often, it develops gradually through small, consistent habits that help you feel informed, capable, and engaged with your financial life. Understanding the psychology behind money decisions can make building financial confidence feel more approachable. It shifts the focus...
- Kathy Longo
Closing the Year Right: Reviewing and Adjusting Financial Goals for 2026
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 to pause and check in with your financial picture before stepping into the new year. A thoughtful year-end review gives you space to acknowledge what worked, observe what changed, and identify where you may want to adjust your path going into 2026. This process doesn’t have to feel overwhelming. In...
- Kathy Longo
Financially Thoughtful Gifting: Meaningful Holiday Giving Without Financial Stress
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 most, and that often shows up through the gifts we give. But between shopping lists, travel plans, and social commitments, this season can also add pressure on your finances. When that happens, it becomes harder to enjoy the season fully and easier to carry stress into the new year. That’s...
- Kathy Longo
The Value of Making Thoughtful and Informed Choices in Your Financial Strategy
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 you plan for retirement or manage day-to-day spending, each choice plays a role in shaping your overall financial story. Making thoughtful financial decisions isn’t about chasing trends or reacting to short-term news—it’s about taking the time to understand how each decision aligns with your larger vision for the future.
...- Kathy Longo
How to Catch Up on Retirement Savings: Strategies for Late Starters
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 same position after years focused on raising children, buying a home, or handling other financial priorities. The good news is that it’s never too late to make meaningful progress toward your goals. With the right mindset and a thoughtful plan, you can begin to catch up on retirement savings and...
- Kathy Longo
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More Articles
Navigating Catch-Up Contributions: Retirement Savings After Age 50
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The Financial Side of Aging: Preparing for Long-Term Care Costs
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...
Balancing Enjoyment and Longevity: Managing Finances for a Lasting Retirement
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...
Smart Strategies to Consider for Building Wealth Over Time
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...
The Power of Compound Interest: Why It’s Never Too Late to Stop Investing
When people talk about building long-term wealth, compound interest is often one of the first concepts that comes up, and for good reason. It has...
Creating Your Retirement Bucket List: Financially Preparing for Your Dream Life
It’s easy to see retirement as an ending, but it also marks the start of a whole new season of life, one where you can...
