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.

In today’s uncertain economic climate, planning for a comfortable retirement has become more crucial than ever. While traditional retirement accounts like 401(k)s and IRAs are well-known and beneficial, there’s a lesser known, yet valuable, strategy to enhance your retirement savings: utilizing health accounts. In this article, we’ll examine the world

Retirement is often viewed as the ultimate goal, a reward for decades of hard work and diligent saving. However, the transition from a structured career to a life of flexibility and options can be daunting and filled with uncertainty. At Flourish Wealth Management, we understand that successful retirement isn’t just

Graduating from college is an exciting milestone. If you or a loved one has recently achieved it, congratulations! However, this phase of life also comes with new financial responsibilities. As you step into the working world, managing your money effectively is crucial to building a stable future. Below, you’ll find

For many families, preparing for the financial impact of higher education is as crucial as a student’s academic readiness. As tuition costs climb, the challenge of funding a college education becomes more daunting. Fortunately, several savings options, including 529 plans – which we strongly support here at Flourish – exist

Choosing a new financial advisor is a significant decision. It can greatly impact your financial health and your future. With so many options out there, finding someone who truly understands your goals and values can seem overwhelming. After all, you want an advisor who not only has the expertise but

Estate planning is one of those tasks that often gets sidelined in the busy flow of daily life. However, it’s not just for the wealthy or the elderly. In fact, estate planning is essential for everyone, regardless of the size of your estate or your stage of life. Mid-year, with

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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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