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.

Greetings!  We hope you enjoyed your holidays and are ready for a successful 2016.  If you have been following the markets, or paying attention to any of the daily news outlets, then you know that investors have continued to experience volatility during a poor beginning for the New Year. A variety

Welcome to an abbreviated Flourish Insights this month as we focus on year-end planning and prepare for new successes in 2016. Although there are many commitments competing for your time and attention during the Holiday season, we want to share our company blog on ways to maximize your giving plan

Although the official “Holiday Season” generally starts on Thanksgiving weekend, the charitable component started a few days later with #GivingTuesday on December 1st.  Those of us living in Minnesota are probably familiar with “Give to the Max Day” which takes place in mid-November as an opportunity for many charities to

Social Security Changes Could Affect Your Filing Strategy Establishing a well-crafted plan that incorporates Social Security retirement benefits in your financial future has never been more important, especially in light of recent changes to how Social Security benefits are administered. On November 2, 2015, President Barack Obama signed into law the

Happy Thanksgiving! It is hard to believe with the warm weather in Minnesota that we will be celebrating Thanksgiving next week. I look forward to this time of year as we gather with family and friends along with wonderful food and appreciation. I am especially looking forward to my oldest

Money conversations with one couple can be complex as each individual brings their unique family history around money, values, financial resources and obligations. Financial conversations take on a whole new meaning when kids are involved as parents wrestle with spending decisions on allowances, education funding, and eventually inheritances. This complexity

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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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