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.

April is Financial Literacy Month, and in an era defined by rapid financial evolution and complex economic challenges, the pursuit of financial knowledge and empowerment is more important than ever. The ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing, is the cornerstone

As we celebrate Women’s History Month, it’s crucial to recognize the strides women have made toward equality and empowerment. That includes the realm of finance, which I have written about recently. Yet, it’s important to recognize that gender disparity still exists in financial planning and wealth management. Empowering women’s financial

March is Women’s History Month, and it seems like the perfect time to discuss a transformative shift in progress with women increasingly stepping into roles traditionally dominated by men. As a woman – and as a financial advisor – this evolution is exciting because it marks a significant milestone in

Retirement planning is a crucial aspect of financial stability and peace of mind in your golden years. While Social Security and pensions have traditionally been the primary sources of retirement income, it’s becoming increasingly important to explore additional avenues to ensure you can enjoy a comfortable and secure retirement. In

Entering into a second marriage is an opportunity for a fresh start, yet it comes with its own unique set of challenges, particularly in managing finances. Navigating this aspect successfully requires open communication, trust, and a shared commitment to building a secure future together. Below, we’ll explore crucial strategies for

In today’s fast-paced world, where the pursuit of success often overshadows personal well-being, it’s crucial to recognize the interconnectedness of your financial health and your overall wellness. Money touches every part of our lives, including our relationships and our emotions, so striking a balance between financial goals and well-being is

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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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