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.
Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values
It’s easy to think about investing as a numbers game. Market returns, account balances, and performance headlines often dominate the conversation, making it seem as...
Raising Financially Confident Kids: Conversations That Shape Lifelong Habits
When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important, some...
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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....
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.
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,...
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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...
Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values
It’s easy to think about investing as a numbers game. Market returns, account balances, and performance headlines often dominate the conversation, making it seem as...
Raising Financially Confident Kids: Conversations That Shape Lifelong Habits
When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important, some...
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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