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.

If you’re a parent, you’ve likely heard the adage that “the days are long, but the years are short”. As the parent of an adult child and two teenagers who are growing up quickly, I can attest that this has felt true in my own life. Much of our parental

Fall is a time of reflection and introspection for many people. The warmer days are ending, the holiday season is nearing, and the end of the calendar year is in sight. You may be thinking back to the resolutions you made at the start of the year, assessing your progress,

When you enter into a new relationship, it’s easy to get caught up in the excitement of getting to know your significant other. The sparks are flying, you’re enjoying your time together, you seem to have a lot in common, and you may start thinking about whether it could become

Legacy planning is more than just financial planning – it’s about creating a lasting impact that extends beyond monetary assets. For many women, their financial legacy serves as a testament to their values, beliefs, and the contributions they have made throughout life. Crafting a meaningful legacy plan allows you to

We can feel almost bulletproof when we’re young, can’t we? However, as we age, a challenge that many retirees face is the need for long-term medical care. While it may be daunting to think about, long-term care planning is an indispensable facet of comprehensive financial planning, so it’s important that

A significant aspect of planning for retirement security is developing a smart retirement income strategy. For many people, Social Security plays a foundational role. In recent years, Social Security benefits have accounted for approximately 30% of retirees’ total income. However, for 42% of women, Social Security represents 50% or more of their income

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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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