Q2 2017 Quarterly Newsletter

HELLO SUMMER!

The weather is beautiful and we all enjoyed a nice long weekend for Independence Day! We hope that you were able to enjoy the holiday with friends and family as well. In this quarter’s newsletter we will share some exciting recognition for our team as well as an “outside-the-box” article about the universe, emotions, and financial decisions. I hope you enjoy!

Flourish Wealth Management

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family and finances

Money Talks with Aging Parents: Navigating Family Finances

Kathy Longo October 8, 2024

Estate Planning

Thoughtful Estate Planning: Passing on Prosperity

Kathy Longo September 23, 2024

generational wealth

Legacy Tax Strategies: Building and Preserving Generational Wealth

Kathy Longo September 9, 2024

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Q2 2017 Quarterly Newsletter

Flourish Wealth Management

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Money Talks with Aging Parents: Navigating Family Finances

Thoughtful Estate Planning: Passing on Prosperity

Legacy Tax Strategies: Building and Preserving Generational Wealth

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