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.
Women’s Experience in a Decidedly Male-Tailored Financial Landscape
The recent and sudden passing of Kate Spade due to suicide has raised awareness about mental illness and the challenges women face in middle age. Based on my experience working with women of all ages, I know that the stress of life can lead to mental illness and long-term health problems if not addressed proactively. Although I’m not a mental health professional, I felt compelled to write an article about those challenges with an emphasis...
- Kathy Longo
Taking the Leap : The Risks and Rewards of Starting a Business, Making It Grow, and Fulfilling Your Entrepreneurial Vision.
When I decided to start Flourish Wealth Management a little over four years ago, there was a great deal to consider and to plan for. But first I had to accept the fact that I could fail, things could turn out worse than I expected them to, the market could take a nosedive the day after we opened our doors, and my planning and effort could all be for naught. But, there was the other...
- Kathy Longo
Happiness, Money, Retirement and What Matters
What contributes to satisfaction in retirement? It certainly isn’t just finances. Completing the retirement equation means talking about and striving for fulfillment, happiness, and satisfaction in retirement. Preparing for social and emotional issues that may arise during your retirement can be uncomfortable to consider and discuss. Many people feel embarrassed to talk about their unhappiness when they retire – they have saved for a comfortable life, they have free time, they have met their financial...
- Kathy Longo
Mid-Life Transition, Not Crisis
We often discuss the challenges and opportunities people face during the transitional time period that accompanies retirement. Retirement is something that is marked by a specific event in our lives, so it seemingly has a beginning and we are equipped to work through this transition because, by definition, we know when it is going to take place. In contrast, there are other transitional periods in life that are not as clearly defined. I recently read...
- Kathy Longo
Quality of Life in Retirement
Living life the way we envision as peaceful, abundant, secure and fulfilling is what many call the American Dream. Quality of life is a meaningful part of our needs to feel happy and safe in our lives. Unfortunately, from social isolation to diminished health to poor eating habits, people’s quality of life is at risk as they age. There are many factors that can contribute to a reduced quality of life and there are planning...
- Kathy Longo
Communication: How to Save Your Family in the Legacy Plan
When it comes to financial planning, we spend a lot of time talking with our clients about what they want their financial legacy to be. Beyond the money and assets, they will leave to their family and charities they care about, we often discuss how that legacy will be used and what financial philosophies they will leave behind. For example, clients may have misgivings about leaving substantial assets to their children for fear it will...
- Kathy Longo
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More Articles
Money and Mental Health: Understanding the Connection Between Emotions and Finances
When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...
Women and Wealth: Redefining Financial Independence with Confidence and Clarity
Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...
Three Money Myths Women Should Leave Behind for Good
Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...
The Power of Perspective: How Framing Impacts Financial Outcomes
The way we think about money often matters just as much as the numbers themselves. Financial decisions aren’t made in a vacuum; they’re shaped by...
EQ + IQ = Wealth: How Emotional Intelligence Shapes Stronger Financial Choices
When people think about financial decision-making, they often focus on numbers – budgets, balances, and investment returns. While financial knowledge certainly plays a role, it’s...
The Psychology of Financial Confidence: Building Habits That Support Your Goals
When people talk about financial confidence, they often picture someone who has it “all figured out” — organized spreadsheets, clear goals, and decisive money moves....
