Q2 2020 Quarterly Newsletter

sunny

News From Flourish

The first six months of 2020 have been some of the most challenging in my career. Unfortunately, there are no promises that the second half will be any better as we continue to battle a global pandemic while preparing for a contentious US Presidential Election. However, the challenges have also provided time for reflection, perseverance and creativity in problem-solving as our team works together to adjust, adapt and change in the face of adversity and uncertainty.

While I have no intention of using my quarterly newsletter as a pulpit, in light of recent events, especially those that have transpired in my own neighborhood in Minneapolis, I feel it is important to address the nationwide discussion we are having about race, justice and equality in our country.

CONTINUE READING
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.

Start navigating catch-up contributions and see how extra savings opportunities can help prepare you for the years ahead.

Navigating Catch-Up Contributions: Retirement Savings After Age 50

Planning for retirement often feels like a marathon, not a sprint. For many people, the years leading up to age 50 are filled with juggling...

Planning for the financial side of aging means being ready for long-term care costs. Here’s what to consider.

The Financial Side of Aging: Preparing for Long-Term Care Costs

Aging is part of life, but the financial side of aging often catches families off guard. While many people plan for retirement income, travel, or...

Retirement should be about balancing enjoyment and longevity, living fully while planning ahead. Here’s how.

Balancing Enjoyment and Longevity: Managing Finances for a Lasting Retirement

Retirement opens the door to a new chapter, one that offers the freedom to design your days, spend more time with family, and pursue long-delayed...

Smart strategies for growing wealth over time: save consistently, invest wisely, and adapt as life changes.

Smart Strategies to Consider for Building Wealth Over Time

When it comes to personal finances, building wealth over time isn’t about one big decision or a single turning point. Instead, it’s about creating a...

It’s never too late to start investing—learn how compound interest can grow your money over time.

The Power of Compound Interest: Why It’s Never Too Late to Stop Investing

When people talk about building long-term wealth, compound interest is often one of the first concepts that comes up, and for good reason. It has...

Your retirement bucket list deserves thoughtful planning. Here’s how to prepare financially for your dream life.

Creating Your Retirement Bucket List: Financially Preparing for Your Dream Life

It’s easy to see retirement as an ending, but it also marks the start of a whole new season of life, one where you can...

Join Our Mailing List

Stay up to date on all things Flourish!