Kathleen Longo shares questions you should consider asking your aging parents in her blog titled: Seven Essential Questions to Ask Your Aging Parents Shared by The BAM Alliance, March 3, 2016 A few years ago, my mom was diagnosed with stage four Hodgkin’s Lymphoma cancer. This prompted some quick changes for
By Kathleen Longo on March 3, 2016 Flourish Wealth Management is proud to announce our ranking among the “Top 10 Advisory Firms in Minneapolis, St. Paul, and Edina”. Please reference the following article from AdvisoryHQ, an independent review and selection firm. To read article – Click Here
Kathleen Longo shares best practices to maximize your year-end charitable giving plans in her blog titled: Wrap Up Your Year-End Giving . Shared by The BAM Alliance, December 18, 2015 Although the official start to the “Holiday Season” generally occurs on Thanksgiving weekend, the charitable component so often linked to
“The wealth management industry offers incredible opportunity for young women as the industry is heavily weighted toward older male advisors; studies show that there will be a shortage of planners in the future.” Read the full story here
Shared by The BAM Alliance, December 10, 2015 A couple’s money conversations can be complex, as each individual brings to the relationship their unique family history surrounding money, values, financial resources and obligations. And financial conversations take on a whole new meaning when kids are involved, as parents wrestle with
Kathleen Longo shares her thoughts on a new course, Introduction to Personal Finance, offered to all freshman at Purdue University in the fall 2015 issue of Life 360 magazine from Purdue University. The class is designed to provide students with a solid foundation of basic financial knowledge and practical solutions
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