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 influence of our parents in shaping our thoughts, emotions, and beliefs about money begins at a young age, even before we reach ten years old. Parental impact is so significant that our financial behaviors in adulthood, whether positive or negative, are largely derived from the examples they set. As parents,

Running a successful business as a female solopreneur is an exciting and empowering journey. As you build your business, however, it’s essential to develop a savvy understanding of your personal financial landscape. By implementing smart money moves, you can set yourself up for long-term financial success. If you’re a female

We share a number of different charts and graphics during client meetings, so we are adding a monthly Investment Update Blog to capture the lessons and context provided by these slides for clients that we have not met with recently. For example, there are a few Market Update Slides that

It’s that time of year when new high school graduates are celebrating, and many are preparing to move away to college. It can be a very hopeful and exciting time, but it’s also bittersweet – and sometimes downright worrisome – for parents. I remember what it felt like when

In some ways, women are more financially empowered than ever before. They control 33% of household wealth – or $10 trillion – and that number is expected to rise to $30 trillion in the next three to five years. However, I still see many women caught up in common financial

If you’ve ever wished that you could completely skip sleeping and use all 24 hours of each day for productivity, chances are you’re a working mom! I can remember many times, especially when my children were very young, that I simply knew there were not enough hours in the day

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Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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