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.

Spring isn’t just a time for cleaning out the cobwebs in your home—it’s also the perfect opportunity to sweep through your finances and set the stage for a strong retirement. As we age, financial security becomes increasingly paramount. By taking the time now to organize and optimize your financial strategies,

Financial literacy is a crucial skill for navigating life’s financial challenges, yet it is often overlooked in traditional education. As we observe Financial Literacy Month, the importance of instilling financial wisdom from a young age cannot be overstated. For parents, the responsibility of teaching children about money management offers a

April is Financial Literacy Month, and in an era defined by rapid financial evolution and complex economic challenges, the pursuit of financial knowledge and empowerment is more important than ever. The ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing, is the cornerstone

As we celebrate Women’s History Month, it’s crucial to recognize the strides women have made toward equality and empowerment. That includes the realm of finance, which I have written about recently. Yet, it’s important to recognize that gender disparity still exists in financial planning and wealth management. Empowering women’s financial

March is Women’s History Month, and it seems like the perfect time to discuss a transformative shift in progress with women increasingly stepping into roles traditionally dominated by men. As a woman – and as a financial advisor – this evolution is exciting because it marks a significant milestone in

Retirement planning is a crucial aspect of financial stability and peace of mind in your golden years. While Social Security and pensions have traditionally been the primary sources of retirement income, it’s becoming increasingly important to explore additional avenues to ensure you can enjoy a comfortable and secure retirement. In

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Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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