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.
How to Optimize the Impact of Mid-Year Bonuses or Windfalls
A mid-year bonus. An unexpected inheritance. A cashed-out vacation day or PTO payout. Whether anticipated or out of the blue, a financial windfall can bring excitement, and uncertainty. When extra money shows up, the temptation is often to act quickly: book a vacation, upgrade the kitchen, or finally buy a new car. But with a thoughtful approach, you can use those funds to reinforce your financial foundation and create meaningful momentum toward your goals. Let’s...
- Kathy Longo
Aligning Wealth, Legacy, and Purpose: Pursuing Financial Growth and Personal Fulfillment
In today’s fast-paced world, it’s easy to get caught up in the hustle of accumulating wealth. But have you ever paused to consider: What is the purpose behind your financial journey? At Flourish Wealth Management, we believe that true financial success isn’t just about numbers—it’s about aligning your wealth, legacy, and purpose to create a future that reflects your values. Whether you’re preparing for retirement, raising a family, or planning for your future, your financial...
- Kathy Longo
Is Your Retirement Plan on Track? Key Mid-Year Checkpoints
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 retirement or still building your nest egg, key mid-year checkpoints can help you assess if your plan needs any fine-tuning. In this article, we’ll walk...
- Kathy Longo
Planning for the Unexpected: Building a Resilient Financial Plan
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 resilient financial plan, one that doesn’t just address the known, but can also adapt to life’s unpredictable changes and challenges. If you’re ready to create...
- Kathy Longo
Financial Literacy Month: Tips to Strengthen Your Money Mindset
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 month of April is Financial Literacy Month and it’s the perfect time to explore how a mindset shift might support your long-term financial growth. Improving...
- Kathy Longo
Market Update: Tariffs, Volatility, and What We’re Watching
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, rising concerns about inflation, and an unexpected surge in trade tariffs, investors are grappling with a wave of uncertainty.
...- Jay Pluimer
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The Power of Compound Interest: Why It’s Never Too Late to Stop Investing
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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...
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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
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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...
