Q4 2021 Quarterly Newsletter

News From Flourish

Happy New Year! I hope that the holiday season was joyful and found you and yours in good health and good spirits. While this season continues to bring us sad news on the Covid front, I am hopeful that the coming Spring will bring us a sorely needed light at the end of the tunnel. We had quite a busy holiday season and are enjoying having a slightly less packed schedule as this first month of the New Year unfolds.

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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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Q4 2021 Quarterly Newsletter

News From Flourish

CONTINUE READING

Kathy Longo

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Money Talks with Aging Parents: Navigating Family Finances

Thoughtful Estate Planning: Passing on Prosperity

Legacy Tax Strategies: Building and Preserving Generational Wealth

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