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.
Lessons From 2015 by Larry Swedroe
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 we look back at recent events in the right way. The following webcast by Larry Swedroe, Director of Research at BAM ALLIANCE, shares 11 lessons...
- Kathy Longo
7 Essential Questions to Ask Your Parents
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 in Northern Wisconsin to Minneapolis where she would have access to significantly more medical resources. My parents moved in with our family during her 6-month...
- Kathy Longo
Making Your Best Decisions
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 ones in place so far. There has been a lot of recent research about the decision-making process everybody goes through on a daily basis, with...
- Kathy Longo
A Conversation With Jared Kizer and Kevin Grogan of The BAM Alliance
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 noise in the traditional media outlets. From recent equity performance to risks facing investors in the current market environment, Chief Investment Officer, Jared Kizer,...
- Kathy Longo
January 2016 | Helping aging loved ones with financial decision making
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
...- Kathy Longo
New Year Tests Investment Resolutions
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 of negative news stories have been attributed to current market activity, including: China’s economy showing significantly lower growth US manufacturing slowing Falling oil prices...
- Kathy Longo
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Balancing Enjoyment and Longevity: Managing Finances for a Lasting Retirement
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Should You Adjust Your Financial Goals Mid-Year?
We all start the year with the best intentions: fresh goals, renewed focus, and maybe even a spreadsheet or two. But as the months roll...
Summer Spending: Budget-Friendly Tips for Travel and Fun
Summer is the perfect time to unwind, recharge, and create lasting memories with friends and family. Whether you’re planning a vacation, a weekend getaway, or...