Flourish Blog

As we reach the midpoint of the year, it’s the perfect time to evaluate where you stand with your retirement plan. Are you on track to meet your goals? The key to feeling confident about your financial future is staying proactive and adjusting your plan when necessary. Whether you’re nearing

For many, the goal of financial planning is to create a strategy that works for the long term. However, life can be unpredictable—events like medical emergencies, job loss, or natural disasters can throw even the most carefully planned strategies off course. This is why it’s crucial to prioritize building a

When it comes to personal finance, most people think of spreadsheets, budgets, or investment accounts. Before any of that comes into play, however, there’s something even more important: your mindset. Your money mindset—the thoughts, beliefs, and attitudes you hold about money—can shape the financial decisions you make each day. The

The past week has delivered a sharp spike in market volatility, with the S&P 500 falling 12% from its recent highs. While a 10–15% pullback is historically typical—occurring in nearly two-thirds of calendar years—there’s a growing sense that this correction is different in tone and potential impact. Between geopolitical tensions,

Imagine this: You’ve spent decades working hard, saving diligently, and now you’re finally ready to enjoy the retirement you’ve envisioned. But as you step into this next chapter, a crucial question arises—how do you withdraw your savings in a way that supports financial stability, minimizes taxes, and allows you to

Stock market volatility has increased during the first few months of 2025 due to a combination of economic and political factors, leading to significant client concern about how their investments are holding up during this period of disruption. After strong market gains in 2023 and 2024, it’s natural to wonder