Kathy Longo, CFP®, CAP®, CDFA Tuesday, January 16, 2024
I’m delighted to announce that as we step into the New Year, Flourish Wealth Management is celebrating its 10th anniversary! In 2014 I decided to step out on my own and launch Flourish Wealth Management with a commitment to always prioritize a personal approach to financial planning. This year, we’re giving back to the community as a show of gratitude for our success and prosperity. Our year-long celebration includes team events, special podcast episodes, and a service project.
I believe that the root of success for Flourish over the last decade stems from a commitment to meaningful actions and positive change. This initiative not only marks our decade in business but also reaffirms our mission: empowering women and families through values-based financial planning and money conversations. I’m deeply grateful to our clients for their trust over these ten years and excited about what the New Year holds for us. We will send out invitations and reminders as the event dates draw nearer. Thank you!
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.
Raising Financially Confident Kids: Conversations That Shape Lifelong Habits
M When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important,...
Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity
Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....
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Q4 2023 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Tuesday, January 16, 2024
I’m delighted to announce that as we step into the New Year, Flourish Wealth Management is celebrating its 10th anniversary! In 2014 I decided to step out on my own and launch Flourish Wealth Management with a commitment to always prioritize a personal approach to financial planning. This year, we’re giving back to the community as a show of gratitude for our success and prosperity. Our year-long celebration includes team events, special podcast episodes, and a service project.
I believe that the root of success for Flourish over the last decade stems from a commitment to meaningful actions and positive change. This initiative not only marks our decade in business but also reaffirms our mission: empowering women and families through values-based financial planning and money conversations. I’m deeply grateful to our clients for their trust over these ten years and excited about what the New Year holds for us. We will send out invitations and reminders as the event dates draw nearer. Thank you!
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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.
Raising Financially Confident Kids: Conversations That Shape Lifelong Habits
M When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important,...
Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity
Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....
From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision
We spend a great deal of time planning for financial success. We spend far less time asking what success is supposed to give us. Not...
Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values
There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...
Money and Mental Health: Understanding the Connection Between Emotions and Finances
When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...
Women and Wealth: Redefining Financial Independence with Confidence and Clarity
Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...