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.
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 the potential to grow your money steadily over time, simply by reinvesting your earnings so that they generate returns of their own. Many people think that if they didn’t start investing early in life, they’ve already missed their chance. But that’s far from the truth. It’s never too late to...
- Kathy Longo
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 shape your days around what brings you joy and purpose. Whether that means exploring new places, learning a skill you’ve always dreamed about, or spending quality time with family and friends, creating a retirement bucket list can help you better define, and plan, what this stage of life will look...
- Kathy Longo
Should You Adjust Your Financial Goals Mid-Year?
We all start the year with the best intentions: fresh goals, renewed focus, and maybe even a spreadsheet or two. But as the months roll on, life happens. Your career might shift, a new opportunity could emerge, or your spending habits may look different than they did in January. That’s why mid-year is the perfect time to pause, reflect, and ask an important question: Should you adjust your financial goals mid-year?
...- Kathy Longo
Summer Spending: Budget-Friendly Tips for Travel and Fun
Summer is the perfect time to unwind, recharge, and create lasting memories with friends and family. Whether you’re planning a vacation, a weekend getaway, or just looking for fun local activities, managing your budget is key to ensuring that you have the freedom to enjoy your summer without stressing over finances. Here are some summer spending tips that will help you strike the right balance between fun and financial health.
...- Kathy Longo
Financial Planning to Protect Your Family at Every Life Stage
Life doesn’t happen all at once, rather it unfolds in stages. And with each new chapter, your financial needs evolve right along with your family’s goals, responsibilities, and priorities. That’s why financial planning isn’t a one-time task – it’s a thoughtful, ongoing process. Whether you’re starting a family, navigating college costs, or thinking about retirement, financial planning to protect your family means creating a flexible strategy that supports your values today and your vision for...
- Kathy Longo
Money Management for Women: The Essential Guide
Women face unique financial considerations due to a combination of factors, including longer life expectancy, career interruptions, wage disparities, and caregiving responsibilities. These factors can make financial planning more complex, but they also create opportunities for women to develop strategies that align with their personal and professional goals. By taking a structured approach to money management for women, it is possible to create a financial plan that supports long-term growth, stability, and adaptability. This guide...
- Kathy Longo
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More Articles
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...
Should You Adjust Your Financial Goals Mid-Year?
We all start the year with the best intentions: fresh goals, renewed focus, and maybe even a spreadsheet or two. But as the months roll...
Summer Spending: Budget-Friendly Tips for Travel and Fun
Summer is the perfect time to unwind, recharge, and create lasting memories with friends and family. Whether you’re planning a vacation, a weekend getaway, or...
Financial Planning to Protect Your Family at Every Life Stage
Life doesn’t happen all at once, rather it unfolds in stages. And with each new chapter, your financial needs evolve right along with your family’s...
Money Management for Women: The Essential Guide
Women face unique financial considerations due to a combination of factors, including longer life expectancy, career interruptions, wage disparities, and caregiving responsibilities. These factors can...