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.

by Kathleen Longo on August 17, 2014 Charitable discussions are frequently part of the planning process.  Here are my thoughts about the most common mistakes I see in charitable giving, and some suggestions on alternatives to consider. Waiting until the end of the year to give: Many individuals think about giving

The prospect of higher interest rates scares a lot of investors as that can mean lower bond prices and the potential for losses. You can, however, take advantage of these losses to help improve the overall portfolio return. The simplest, most effective way to take advantage of these bond losses

Tim Mauer on July 24, 2014 You might think that the most important work a financial advisor can do is related to allocating a client’s investment portfolio, or perhaps helping secure a timely insurance policy or drafting the optimal estate plan. In fact, their most important work is done when

It is our desire and intent to educate clients about how capital markets work and to provide them with the information necessary for their financial well-being. The advice to follow an evidence-based approach to investing is significantly different from most of the advice heard on Wall Street and in the



Flourish Financially:

Values, Transitions, and Big Conversations


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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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