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.
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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.
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...
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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...
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Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...
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When people think about financial decision-making, they often focus on numbers – budgets, balances, and investment returns. While financial knowledge certainly plays a role, it’s...
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When people talk about financial confidence, they often picture someone who has it “all figured out” — organized spreadsheets, clear goals, and decisive money moves....