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.
A Note on Valentine’s Day
February is filled with candy hearts, red roses, and romance. For those who still enjoy celebrating Valentine’s Day (there are some naysayers out there), it is a nice time to be reminded of and to remind your partner that you appreciate and love them. I think it is nice that we put some time aside to celebrate love and relationships even if, to some, it feels like an obligation. It also got me thinking. We...
- Kathy Longo
Flourish Wealth Management Recognized as one of the TOP 100 Wealth Management Blogs on the Web!
Flourish Wealth Management is proud to be among some of the most highly recognized names in the industry as number 65 on Feedspot’s list of 100 best Wealth Management Blogs on the Web! The criteria for the award was as follows: Google reputation and Google search ranking Influence and popularity on Facebook, Twitter and other social media sites Quality and consistency of posts. Feedspot’s editorial team and expert review http://blog.feedspot.com/wealth_management_blogs/ http://www.feedspot.com/infiniterss.php?q=site:http%3A%2F%2Fwww.flourishwealthmanagement.com%2Fblog%2Ffeed
...- Flourish Wealth Management
Swimming with the Current: Rewiring Your Retirement
If you’re thinking about retiring, now is a great opportunity take stock of your life as a whole, with your career being only one component. Too often we look at our lives in black and white. Job and spouse. Children and friends. Fun and duty. It is important to look between the lines to identify the aspects of your life that make you feel successful and joyful. The reality is that our lives are complex—a...
- Kathy Longo
Improving Your Money Communication in the New Year
When it comes to resolutions, many of us work hard to commit to exercising more regularly, eating better, reading more and spending more time doing the things that make us happy. An oft overlooked aspect of our lives is how we communicate with our loved ones, most importantly spouses, with regard to money and finances. One of the leading causes of divorce (or at least discord) in relationships is finances. One of the best remedies...
- Kathy Longo
Change, Lessons, Opportunity, & Enjoying the Warmth of the Holiday Season
We are nearing the close of 2017, and what a year it has been! From a new presidency that has certainly shaken things up to sweeping tax reform that will have a lasting impact on our economy and everyone who pays taxes, this has been a year of big changes. Globally, we have seen pendulum shifts in markets and ideology while domestic markets reached new highs nearly every month and GDP grew at a similar...
- Kathy Longo
Inspired to Commit: Creating a New Donor Advised Fund
My family recently created a Donor Advised Fund with the Women’s Foundation of Minnesota. We had a donor advised fund in the past with a large national institution, but we have been inspired by the efforts of the Women’s Foundation of Minnesota to create a world of equal opportunity for women and girls. Moving our Donor Advised Fund to the Women’s Foundation was an exciting commitment for us because it puts our dollars directly behind...
- Kathy Longo
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More Articles
The Value of Making Thoughtful and Informed Choices in Your Financial Strategy
When it comes to building a financial life that reflects your goals and values, every decision matters. From how you approach investing to the way...
How to Catch Up on Retirement Savings: Strategies for Late Starters
If you’ve reached your 40s or 50s and feel like you’re behind on saving for retirement, you’re not alone. Many people find themselves in the...
Navigating Catch-Up Contributions: Retirement Savings After Age 50
Planning for retirement often feels like a marathon, not a sprint. For many people, the years leading up to age 50 are filled with juggling...
The Financial Side of Aging: Preparing for Long-Term Care Costs
Aging is part of life, but the financial side of aging often catches families off guard. While many people plan for retirement income, travel, or...
Balancing Enjoyment and Longevity: Managing Finances for a Lasting Retirement
Retirement opens the door to a new chapter, one that offers the freedom to design your days, spend more time with family, and pursue long-delayed...
Smart Strategies to Consider for Building Wealth Over Time
When it comes to personal finances, building wealth over time isn’t about one big decision or a single turning point. Instead, it’s about creating a...
