Kathy Longo’s Article: How to Organize Your Finances for Retirement has been featured on Investopedia & Yahoo Finance

Flourish Wealth Management
August 13, 2018

Kathy Longo’s article How to Organize Your Finances for Retirement has been featured on Investopedia and Yahoo Finance

Click here to read this article as it originally appeared on our website – Organizing Your Finances for Retirement

Getting your finances organized is one of the first steps to take when you are approaching retirement. Having a clear financial picture can help ease the transition into retirement because, at the very least, you’ll know what accounts you will be drawing from, where they are being managed, how your investments can continue to generate income for you and what tax liabilities they may impose.

It requires discipline and clarity to keep your finances organized before and during retirement.

Continue Reading On Investopedia.c om or Yahoo.com

Flourish Wealth Management

Author Archive

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Flourishing Through Change: Financial Clarity During Life’s Major Transitions

Change has a funny way of arriving on its own schedule. Sometimes we spend years preparing for it, as we might with retirement or sending...

A Holistic Guide to Financial Planning After Divorce

Divorce can change nearly every corner of your life. Beyond the emotional adjustment of ending a marriage, you may be navigating a new home, different...

When Career Complacency Affects Your Financial Future (and What to Do About It)

Most of us spend a significant portion of our lives at work. Over time, it’s natural to settle into routines, become comfortable in our roles,...

Integrating Purpose into Portfolios: A Practical Guide to Values-Based Investing

For many people, investing begins with practical questions. How much should I save? How should I diversify? Am I on track to meet my long-term...

Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values

It’s easy to think about investing as a numbers game. Market returns, account balances, and performance headlines often dominate the conversation, making it seem as...

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important, some...

Kathy Longo’s Article: How to Organize Your Finances for Retirement has been featured on Investopedia & Yahoo Finance

Flourish Wealth Management

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

Flourishing Through Change: Financial Clarity During Life’s Major Transitions

A Holistic Guide to Financial Planning After Divorce

When Career Complacency Affects Your Financial Future (and What to Do About It)

Integrating Purpose into Portfolios: A Practical Guide to Values-Based Investing

Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

Listen to Flourish Financially on Your Favorite Streaming Service

Now with Locations in:

Who We Are

Services

Resources

Clients

Contact

Flourish Financially with Kathy Longo

Join Our Mailing List