A mid-year bonus. An unexpected inheritance. A cashed-out vacation day or PTO payout. Whether anticipated or out of the blue, a financial windfall can bring excitement, and uncertainty. When extra money shows up, the temptation is often to act quickly: book a vacation, upgrade the kitchen, or finally buy a
In today’s fast-paced world, it’s easy to get caught up in the hustle of accumulating wealth. But have you ever paused to consider: What is the purpose behind your financial journey? At Flourish Wealth Management, we believe that true financial success isn’t just about numbers—it’s about aligning your wealth, legacy,
As we reach the midpoint of the year, it’s the perfect time to evaluate where you stand with your retirement plan. Are you on track to meet your goals? The key to feeling confident about your financial future is staying proactive and adjusting your plan when necessary. Whether you’re nearing
For many, the goal of financial planning is to create a strategy that works for the long term. However, life can be unpredictable—events like medical emergencies, job loss, or natural disasters can throw even the most carefully planned strategies off course. This is why it’s crucial to prioritize building a
When it comes to personal finance, most people think of spreadsheets, budgets, or investment accounts. Before any of that comes into play, however, there’s something even more important: your mindset. Your money mindset—the thoughts, beliefs, and attitudes you hold about money—can shape the financial decisions you make each day. The
The past week has delivered a sharp spike in market volatility, with the S&P 500 falling 12% from its recent highs. While a 10–15% pullback is historically typical—occurring in nearly two-thirds of calendar years—there’s a growing sense that this correction is different in tone and potential impact. Between geopolitical tensions,
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