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.
Change, Lessons, Opportunity, & Enjoying the Warmth of the Holiday Season
We are nearing the close of 2017, and what a year it has been! From a new presidency that has certainly shaken things up to sweeping tax reform that will have a lasting impact on our economy and everyone who pays taxes, this has been a year of big changes. Globally, we have seen pendulum shifts in markets and ideology while domestic markets reached new highs nearly every month and GDP grew at a similar...
- Kathy Longo
Inspired to Commit: Creating a New Donor Advised Fund
My family recently created a Donor Advised Fund with the Women’s Foundation of Minnesota. We had a donor advised fund in the past with a large national institution, but we have been inspired by the efforts of the Women’s Foundation of Minnesota to create a world of equal opportunity for women and girls. Moving our Donor Advised Fund to the Women’s Foundation was an exciting commitment for us because it puts our dollars directly behind...
- Kathy Longo
The Benefit of Giving Thanks
Every November I begin to feel the excitement (and stress!) that can come with high expectations for a festive holiday season. Now, with Thanksgiving under our belts, no pun intended, we have the next round of holidays just around the corner. For many, this time of year can be “the most wonderful time” and yet, it can be tinged with sadness, anxiety or depression. Of course, severe bouts of depression and anxiety are best served...
- Kathy Longo
Coping and Managing Stress During Periods of Transition
It was Socrates who said, “The secret of change is to focus all of your energy, not on fighting the old, but on building the new”. As we advise our clients who are making their way through various life transitions, it is important to begin by acknowledging the mental and emotional toll of the transition period. We encourage clients to take time to honor their feelings without the added burden of also trying to decide...
- Kathy Longo
Preparing your Family and Finances for Natural and Man-Made Disasters
Disasters can strike with little notice. Some are the product of mother nature, such as Hurricanes Harvey, Irma, Jose and Maria, along with the horrible fires in California. Others, like the recent Equifax breach, are man-made. While these disasters may seem to have little in common, what they share is the personal and financial devastation left in their wake. The hurricanes devastated many homes and lives. In Hurricane Harvey alone, early estimates indicate that 230,000...
- Kathy Longo
The Impact of Sudden Money on Your Life
One day your life looks a certain way. You have goals, some are lofty and some are reasonable. You have a pretty decent plan for how your life is going now and how it will go in the future. You are content and comfortable with the life you have laid out before you. When your life changes instantaneously from a financial windfall the impact can take a toll on you, both emotionally and physically. Depending...
- 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....
