Q4 2019 Quarterly Newsletter

News from Flourish

Happy New Year! I hope this email finds you rested and recuperated from the holiday season and ready for a year filled with growth, forward momentum, and achieving your goals.

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Over the holidays, my family and I enjoyed some R and R in Palm Springs, CA. It was so nice to step away from Minnesota for a few days and enjoy each other’s company. Jay, Maddy, Fernando, Grace and I enjoyed the weather, great restaurants, and opportunities to connect about all the events from the past year. The experience was refreshing and made me think of all the holiday memories we’ve made at home over the year and the benefits of occasionally having a change of scenery to deepen connections.

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This quarter’s article focuses on marital communication about retirement. In a time when the rates of “gray divorce” are rising, it is all the more important to listen to and talk with your spouse about your goals and expectations for retirement. Chances are that you will differ on certain elements of it and the sooner you can identify areas where compromise or a shift in priorities is warranted, the better off you will be when the time to start your retirement actually comes.


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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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