Q3 2021 Quarterly Newsletter

Q1 2021 QNL min

News From Flourish

Greetings! Here at the start of October and the autumn season, I am grateful for the warmth of changing leaves on the trees and that cozy feeling you start to get at this time of year before the hustle and bustle of the holidays is upon us. This is also an important time of year for financial planning with tax season right around the corner. Because of some changes in the tax law that went into effect last year, it will be important for you to take a look at any changes or expenses that may occur for you as a result. In this quarter’s article, Joey Fenwick outlines a few of the changes that we have clarity on and how they may impact your tax planning for this year.

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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.

Thinking about your financial goals for 2026? A year-end review can highlight what’s working and what may need attention.

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 focuses on meaning, not just money. A little planning can go a long way this season.

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...

Making thoughtful financial decisions means taking time to understand what matters most before you act.

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...

Feeling behind on saving for retirement? It’s not too late. Learn how to catch up on retirement savings.

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...

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...

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