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.
Teach Your Children Wealth
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 skills help your children have happier, less stressed adult lives? Nathan Dungan, founder and president of Share Save Spend, developed a financial education program...
- Kathy Longo
401(k) Resolutions
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 effectively for both the employer and the employees. So here is my list of New Years’ Resolutions for a retirement plan: Check Your Plan Participation...
- Jay Pluimer
How do you Define Success and Happiness
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, you have chosen to make this year, they all come down to two things happiness and success. So what does that mean to you? If...
- Kathy Longo
Communication is the Key to Successful Retirement Planning
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 future generations. The creation of wealth brings a new set of responsibilities. If you would like the transfer of your wealth to benefit the next...
- Kathy Longo
Year End Tax Planning for 2016 and the Trump Presidency
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 generally have the most flexibility in taking advantage of these tactics. But for most middle-income taxpayers, including retirees, should also consider taking steps now that...
- Kathy Longo
Feel the Burn: Why Working Out is Like Investing in the Market
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 are staggering, not to mention the people who have amazing results over a 3- to 6-week time period, only to gain it all back (and...
- Kathy Longo
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More Articles
Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values
There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...
Money and Mental Health: Understanding the Connection Between Emotions and Finances
When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...
Women and Wealth: Redefining Financial Independence with Confidence and Clarity
Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...
Three Money Myths Women Should Leave Behind for Good
Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...
The Power of Perspective: How Framing Impacts Financial Outcomes
The way we think about money often matters just as much as the numbers themselves. Financial decisions aren’t made in a vacuum; they’re shaped by...
EQ + IQ = Wealth: How Emotional Intelligence Shapes Stronger Financial Choices
When people think about financial decision-making, they often focus on numbers – budgets, balances, and investment returns. While financial knowledge certainly plays a role, it’s...
