In an article published by NerdWallet providing financial advice on how to curb impulse spending, Kathy Longo offered her insight on how to practice safe credit card habits. Here’s a snip of the article: Credit cards may help or hurt, depending on how you spend. Klontz says that people spend significantly more

Kathy Longo was recently interviewed by MoneyGeek for a piece they did on how an individual can start investing and saving their money. How much should beginners invest in stocks and bonds? And when is a good time to increase those investments? Studies have consistently shown that saving 10% to

In 1997, Circle of Women gathered 500 women to celebrate their power and to develop women as philanthropists in the community. The objective was to broaden the base of support for YWCA Minneapolis programs and help improve the future for women and girls in the Twin Cities. This year, we’re

Flourish brought back our monthly Lunch & Learns where each team member takes a turn leading the time together. This month Michele Lenz shared a topic originally inspired by the book The Four Agreements which highlights: Agreement 1: Be Impeccable With Your Word Agreement 2: Don’t Take Anything Personally Agreement 3: Don’t Make Assumptions

We are thrilled to announce that the Flourish Financially Challenge & Flourish Insights are now both available on Pandora! LISTEN TO THE FLOURISH FINANCIALLY CHALLENGE LISTEN TO FLOURISH INSIGHTS CONTINUE READING

Hosted by Melissa Joy, CFP®, CDFA® Kathy Longo recently sat down with Melissa Joy, CFP®, president of Pearl Planning and host of the Pearl Planning Podcast to discuss the role emotions can play in financial decisions. This episode covers: Are you making money decisions from a place of fear? What are the 4 stages of

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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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