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.
It’s Not a Sales Pitch: The Value of Working with an Advisor
In a time when everyone is an expert or has instant access to expert advice through the internet, there are aspects of financial planning and investment management that are overlooked when determining whether to hire a professional or do it yourself. In addition to experience and credentials in financial planning and portfolio advisement, advisors are mentors to their clients who can often be the difference in setting and accomplishing long-term financial goals and falling short...
- Kathy Longo
Five Steps to a Less Stressful Retirement Transition
Many of us look forward to retirement as a time for relaxation, exploring hobbies and using our time to focus on things other than work and career. Planning for retirement, however, can be stressful even in the best situations and downright daunting for people nearing retirement who may not have planned as much as they’d have liked. According to a 2016 PwC survey, a little less than half of Baby Boomers know how much income...
- Kathy Longo
Commitment and Courage: Why Retirement Is Like Learning to Fly on a Trapeze
I have a vivid memory about learning how to fly on a trapeze. We took a family vacation when my oldest daughter, Maddy, was still very young. The resort had a variety of family activities including the trapeze. It looked scary and fun at the same time! Climbing up that tall ladder and reaching out for the trapeze looked incredibly dangerous, followed by the exhilaration of flying through space. My daughter was reluctant to try,...
- Kathy Longo
What’s in Your Emergency Toolkit?
You probably have an emergency kit in the trunk of your car or in the storage space in your SUV. Jumper cables, flares and other tools come in handy if you get in an accident or are stranded on the road. If you’re an exceptionally cautious person, you may also have an emergency kit in your home. Batteries, flashlights, bottled water and other essentials can be lifesavers in case you lose electricity or other vital...
- Kathy Longo
What to do When There is Threat of Market Fluctuation
One of our responsibilities as an investment advisor is to help you put market news in its proper perspective, especially when the media is reporting global market corrections in the wake of political events. If you’re reading or watching the popular press, you’re seeing a lot of storm and fury having to do with the new presidency, Brexit, rising interest rates, and general uncertainty of what is to come. As the popular media scrambles to...
- Kathy Longo
A View from the Top:
Finding the path through life’s transitions The Sherpas of Nepal spend their days guiding eager and daring travelers up the treacherous paths of Mount Everest and other peaks of the Himalayas. What they have witnessed in a month is likely more terrifying than what most of us have experienced in a lifetime. And yet, they continue on. Day in and day out, acting as guides to thousands of visitors per year. I admire these Sherpas....
- Kathy Longo
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More Articles
Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values
There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...
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...
