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 
Q3 2023 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Thursday, October 11, 2023
Happy Autumn! We hope you enjoyed a wonderful summer with friends and family. In this Quarterly Newsletter, I am sharing an article that may be a helpful resource for you or someone in your life who may be adjusting to an empty nest. Jay Pluimer, Director of Investments, shares his insights on the market to date this year as well as expectations for the next few months.
In firm news, I am excited to share some wonderful pictures of our newly renovated office space. We have been enjoying the new layout and branded style and cannot wait to share it with all our valued clients!
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.
How to Communicate About Money Without Conflict or Confusion
Money is part of everyday life, yet talking about it can feel surprisingly complicated. A conversation about spending may actually be about independence. A disagreement...
Building Financial Resilience: Strategies for Thriving in Uncertain Times
Life rarely unfolds exactly as we expect. Careers evolve, markets fluctuate, families grow and change, and priorities shift over time. While we can’t predict every...
Flourishing Through Change: Financial Clarity During Life’s Major Transitions
Change has a funny way of arriving on its own schedule. Sometimes we spend years preparing for it, as we might with retirement or sending...
A Holistic Guide to Financial Planning After Divorce
Divorce can change nearly every corner of your life. Beyond the emotional adjustment of ending a marriage, you may be navigating a new home, different...
When Career Complacency Affects Your Financial Future (and What to Do About It)
Most of us spend a significant portion of our lives at work. Over time, it’s natural to settle into routines, become comfortable in our roles,...
Integrating Purpose into Portfolios: A Practical Guide to Values-Based Investing
For many people, investing begins with practical questions. How much should I save? How should I diversify? Am I on track to meet my long-term...