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

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.

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Q2 2024 Quarterly Newsletter

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Kathy Longo

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