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.
Why Strategic Retirement Withdrawal Planning Matters
Imagine this: You’ve spent decades working hard, saving diligently, and now you’re finally ready to enjoy the retirement you’ve envisioned. But as you step into this next chapter, a crucial question arises—how do you withdraw your savings in a way that supports financial stability, minimizes taxes, and allows you to make the most of your retirement years? This is where strategic retirement planning comes in. Without a clear withdrawal strategy, even a well-funded retirement can...
- Kathy Longo
Market Update: Stay The Course
Stock market volatility has increased during the first few months of 2025 due to a combination of economic and political factors, leading to significant client concern about how their investments are holding up during this period of disruption. After strong market gains in 2023 and 2024, it’s natural to wonder what’s next. We understand that uncertainty can feel unsettling, but history has shown that short-term fluctuations are part of a long-term investment journey.
...- Jay Pluimer
Women and Wealth: Strategies for Balancing Career, Family, and Financial Independence
Life often feels like a juggling act with career ambitions, family responsibilities, and financial goals all competing for attention. Women face unique challenges as they navigate professional growth while caring for loved ones and planning for the future. Finding balance isn’t about doing it all perfectly—it’s about making intentional choices that align with what matters most. By taking a thoughtful approach to financial independence, career development, and family priorities, women can create a fulfilling life...
- Kathy Longo
Managing Volatility: Strategies for Weathering Market Fluctuations
If you’ve ever checked your investment portfolio only to see a sudden dip (or spike!) in your assets, you know firsthand the emotional rollercoaster of market volatility. One day, the market soars, filling investors with optimism; the next, it tumbles, sparking anxiety and uncertainty. It’s a natural reaction to feel uneasy when markets fluctuate, but seasoned investors understand that volatility isn’t necessarily a bad thing. In fact, it can present opportunities—if you have a solid...
- Kathy Longo
Crafting a Comprehensive Retirement Plan: Blending Finances, Well-Being, and Personal Connections
Retirement is more than just the end of your career; it’s the start of a new chapter brimming with opportunities to explore passions, nurture relationships, and enjoy life on your own terms. Achieving this fulfilling lifestyle requires thoughtful preparation and an approach that goes beyond just dollars and cents. Creating your holistic retirement plan is about crafting a vision that integrates financial planning, physical and mental health, and meaningful personal connections. Let’s explore how to...
- Kathy Longo
Get Your Retirement Plan on Track to Achieve Your Aspirations
Retirement is often envisioned as a time to pursue lifelong dreams, spend time with loved ones, and explore passions. However, achieving these aspirations requires more than hope—it takes a well-thought-out financial strategy. Whether you’re just starting to think about retirement or refining an existing plan, ensuring your retirement plan is on track is key to achieving your goals. Here’s how to evaluate your progress, make adjustments, and plan confidently for the future.
...- Kathy Longo
ARE YOU READY TO
FLOURISH FINANCIALLY?
Flourish Financially:
Values, Transitions, and Big Conversations
Podcasts
Listen to Flourish Financially with Kathy Longo on your favorite streaming service
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...
