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.

Discussing finances with your aging parents can feel like walking on eggshells. It’s one of those topics—along with health and retirement—that often remains unspoken. However, these conversations are important for understanding their financial situation and planning for the future. Avoiding the conversation may seem easier in the short term, but

When it comes to preparing your family’s future, estate planning often stands as the foundation of financial prudence and generational success. Imagine the reassurance of knowing that your loved ones will be looked after, your hard-earned assets protected, and your legacy carried forward seamlessly. Thoughtful estate planning involves more than

In today’s fast-paced financial landscape, one of the most valuable gifts you can pass down to your heirs is the legacy of financial stability and peace of mind. As families grow and the cost of living increases – which we’ve experienced quite a bit in recent years – the importance

In today’s uncertain economic climate, planning for a comfortable retirement has become more crucial than ever. While traditional retirement accounts like 401(k)s and IRAs are well-known and beneficial, there’s a lesser known, yet valuable, strategy to enhance your retirement savings: utilizing health accounts. In this article, we’ll examine the world

Retirement is often viewed as the ultimate goal, a reward for decades of hard work and diligent saving. However, the transition from a structured career to a life of flexibility and options can be daunting and filled with uncertainty. At Flourish Wealth Management, we understand that successful retirement isn’t just

Graduating from college is an exciting milestone. If you or a loved one has recently achieved it, congratulations! However, this phase of life also comes with new financial responsibilities. As you step into the working world, managing your money effectively is crucial to building a stable future. Below, you’ll find

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Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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