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 Myth of Financial Goals: Most People Don’t Know What They Want
You have seen it a thousand times: “We help you reach your financial goals.” It is the tagline for the majority of financial advisors. And before you say to yourself, “Well Kathy, we have seen you use those exact words too.”, I will fully disclose that I am as guilty as the next guy or gal. We use it all the time. But it got me thinking about the relationships that we have with our...
- Kathy Longo
Do You Have a Spend-Down Plan for Your Retirement?
A great deal of emphasis is placed on saving for retirement–as it should be. It is probably one of the most important long-term investments you will make in your life. But what is not discussed as frequently or in as much detail is how people withdraw money from their retirement savings accounts and other investments. It is not a cut and dry process, as taking from one pot could cost you more than withdrawing from...
- Kathy Longo
A Note on Valentine’s Day
February is filled with candy hearts, red roses, and romance. For those who still enjoy celebrating Valentine’s Day (there are some naysayers out there), it is a nice time to be reminded of and to remind your partner that you appreciate and love them. I think it is nice that we put some time aside to celebrate love and relationships even if, to some, it feels like an obligation. It also got me thinking. We...
- Kathy Longo
Flourish Wealth Management Recognized as one of the TOP 100 Wealth Management Blogs on the Web!
Flourish Wealth Management is proud to be among some of the most highly recognized names in the industry as number 65 on Feedspot’s list of 100 best Wealth Management Blogs on the Web! The criteria for the award was as follows: Google reputation and Google search ranking Influence and popularity on Facebook, Twitter and other social media sites Quality and consistency of posts. Feedspot’s editorial team and expert review http://blog.feedspot.com/wealth_management_blogs/ http://www.feedspot.com/infiniterss.php?q=site:http%3A%2F%2Fwww.flourishwealthmanagement.com%2Fblog%2Ffeed
...- Flourish Wealth Management
Swimming with the Current: Rewiring Your Retirement
If you’re thinking about retiring, now is a great opportunity take stock of your life as a whole, with your career being only one component. Too often we look at our lives in black and white. Job and spouse. Children and friends. Fun and duty. It is important to look between the lines to identify the aspects of your life that make you feel successful and joyful. The reality is that our lives are complex—a...
- Kathy Longo
Improving Your Money Communication in the New Year
When it comes to resolutions, many of us work hard to commit to exercising more regularly, eating better, reading more and spending more time doing the things that make us happy. An oft overlooked aspect of our lives is how we communicate with our loved ones, most importantly spouses, with regard to money and finances. One of the leading causes of divorce (or at least discord) in relationships is finances. One of the best remedies...
- 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
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....
