Kathy Longo
Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.
Author Archive 
Q2 2024 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Thursday, July 18, 2024
Welcome to the July edition of our newsletter! This quarter, we’re excited to bring you insights from the Flourish Team, including our feature article on navigating college savings and understanding 529 plans. As always, we also have the latest market commentary to keep you informed about the financial landscape.
We hope you find this edition helpful and inspiring as you plan for your financial future. Enjoy the read and have a wonderful summer!
Sincerely,
Kathy Longo
CONTINUE READING
Kathy Longo
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.
Closing the Year Right: Reviewing and Adjusting Financial Goals for 2026
As the holiday season arrives, life tends to get wonderfully full – celebrations, travel, family traditions, and moments of reflection. It’s also the perfect time...
Financially Thoughtful Gifting: Meaningful Holiday Giving Without Financial Stress
The holidays have a way of bringing out our most generous instincts. We want to surprise, delight, and show up for the people who matter...
The Value of Making Thoughtful and Informed Choices in Your Financial Strategy
When it comes to building a financial life that reflects your goals and values, every decision matters. From how you approach investing to the way...
How to Catch Up on Retirement Savings: Strategies for Late Starters
If you’ve reached your 40s or 50s and feel like you’re behind on saving for retirement, you’re not alone. Many people find themselves in the...
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...
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...