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.
The first seven weeks of 2016 have included a wide variety of important events around the world with significant short-term impact on the markets. With so much happening every day, eventually the “momentous events” become data points in the rear view mirror. However, there is always a learning opportunity when
A few years ago, my Mom was diagnosed with Stage 4 Hodgkin’s Lymphoma Cancer, which prompted some quick changes in our family as we were not prepared for a medical crisis. The first priority was to find the best medical care possible, meaning a sudden move from her cabin life
The first decision many of us made at the beginning of the month was whether or not we truly want to stick with our New Years’ Resolutions. Like many decisions, sticking to those resolutions becomes harder over time and hopefully you have been able to keep some of the good
January is a good time to reflect on your financial goals and the investment plan you have designed to meet those goals. The past few weeks have been rocky for the equity markets, to say the least, and we want to proactively share helpful market insights to balance some of the
This month’s Flourish Insights includes our recent blog focusing on essential questions to ask your aging parents along with a few articles about understanding the decision-making process. We hope the combination of this information will provide helpful perspective as we remain focused on your long-term financial goals. READ MORE
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
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