Flourish Blog

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

For many families, preparing for the financial impact of higher education is as crucial as a student’s academic readiness. As tuition costs climb, the challenge of funding a college education becomes more daunting. Fortunately, several savings options, including 529 plans – which we strongly support here at Flourish – exist

Choosing a new financial advisor is a significant decision. It can greatly impact your financial health and your future. With so many options out there, finding someone who truly understands your goals and values can seem overwhelming. After all, you want an advisor who not only has the expertise but

Estate planning is one of those tasks that often gets sidelined in the busy flow of daily life. However, it’s not just for the wealthy or the elderly. In fact, estate planning is essential for everyone, regardless of the size of your estate or your stage of life. Mid-year, with

As trees blossom and the chill of winter thaws into the freshness of spring, it’s a perfect time for renewal and rejuvenation—not just in nature but in our financial strategies. For investors, spring offers a timely reminder to dust off their portfolios and examine the robustness of their investment strategies.

Spring isn’t just a time for cleaning out the cobwebs in your home—it’s also the perfect opportunity to sweep through your finances and set the stage for a strong retirement. As we age, financial security becomes increasingly paramount. By taking the time now to organize and optimize your financial strategies,