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.
Four Advantages of Setting Financial Resolutions
As a new year approaches, many people turn their thoughts to self-improvement and goal setting. While health and lifestyle resolutions often take center stage, financial resolutions for better money management are just as important. Establishing clear financial goals can help provide direction and structure for your money management, whether you’re saving for the future, managing debt, or working toward a specific milestone. Here are four advantages of setting financial resolutions and how they can contribute...
- Kathy Longo
Financial Fluidity: Balancing Cash Flow and Liquidity at Year’s End
As the calendar year winds down, individuals and businesses alike often face a balancing act: managing cash flow effectively while maintaining sufficient liquidity to cover unexpected expenses and opportunities. Achieving financial fluidity—the ability to manage both day-to-day cash needs and longer-term financial goals—can help ensure you enter the new year on solid footing. In this article, we’ll take a closer look at how to balance cash flow and liquidity as year-end approaches.
...- Kathy Longo
Year-End Tax Strategies: Preparing for a Prosperous New Year
We’re approaching the end of the calendar year and tax season is just around the corner. That makes it an ideal time to review your financial situation and consider strategies that may help you manage your tax obligations more efficiently. Tax planning before December 31st allows you to make adjustments that may influence your financial outlook for the upcoming year. Taking thoughtful steps now can better position you for success in 2024 and beyond. Here...
- Kathy Longo
Transforming Finances with Gratitude: A Pathway to Achieving Aspirations
When it comes to managing finances, gratitude may not be the first concept that comes to mind. However, incorporating gratitude into financial planning can have a surprising and meaningful impact. By approaching finances with a mindset that values and appreciates what one has, it becomes easier to set purposeful goals, make informed decisions, and ultimately foster a financial path that aligns with personal aspirations. Hin the below article focused on transforming finances with gratitude, we’ll...
- Kathy Longo
Aligning Philanthropy with Personal Values: A Guide to Values-Based Charitable Giving
For many individuals, charitable giving is a way to express gratitude, create positive change, and make a difference in the world. Yet, navigating the diverse landscape of philanthropy can sometimes feel overwhelming. With numerous causes, organizations, and donation options available, knowing where to begin—and how to ensure contributions reflect personal values—can be challenging. This guide delves into the concept of values-based charitable giving, offering insights on how to align your philanthropic efforts with your core...
- Jay Pluimer
Strategic Family Finance Conversations: Navigating Money Management Together
When was the last time you sat down with your family and had an open, meaningful conversation about finances? If you’re like most people, the topic of money can feel uncomfortable, leading to avoidance or surface-level discussions that never quite get to the heart of the matter. Here’s the truth, though: having strategic family finance conversations is one of the most powerful ways to align goals, foster financial responsibility, and strengthen your family’s future. In...
- Kathy Longo
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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...
