Flourish Blog

According to a recent Stress in America survey conducted by Harris Poll for the American Psychological Association, money has been the number one source of stress in our lives since the survey began in 2007, beating out work, family responsibilities, and health concerns. Could developing healthy money habits and good financial

The turning of the calendar year is a great opportunity to create a list of resolutions that can improve your life.  I am going to leverage my Holiday practice making lists and checking them twice to help clients make sure they have a 401k or 403b Plan that is working

As we enter a new year we often reflect on the successes of the prior year (as well as not so successful moments) and we look to improve in the coming year. Resolutions about our habits (good and bad) are often made. No matter what type of changes, if any,

It is inevitable; we get older every day.  The time to begin the planning for the next generation is now. The complexities of the family and the amount of money moving to the next generation can help determine how much time and effort will be required to ensure success for

The likelihood of tax rates beginning to fall in 2017 for wealthy investors is high. With President-Elect Trump beginning to shape his tax policy for the next four years, there will be several changes to how we are helping our clients plan for their taxes. Those in higher tax brackets

Many people make commitments to their physical well-being through commitments to diet and exercise.  However, I was recently reading an article where only 18% of people with a gym membership actually use it.  The statistics on the number of people that fail to stick to their diet for the long-term