Kathy Longo, CFP®, CAP®, CDFA Friday, January 17, 2025
As we step into the new year, I want to express my gratitude for all those who are part of our Flourish Wealth Management community. This quarter’s newsletter brings valuable insights and updates to help you navigate your financial journey in 2025.
Inside, you’ll find:
“Four Advantages of Setting Financial Resolutions”: Practical tips for aligning your financial goals with the life you envision.
Our 2024 Market Review and 2025 Outlook: Insights from Jay Pluimer, Director of Investments, on the trends shaping the markets.
Exciting Team Announcements: We are thrilled to introduce Jaclyn Madrid, CFP®, CPWA®, Jayden Shultz, and Anna Davis, who are joining our team to better serve you.
We’re here to help you make the most of the opportunities ahead. If you have questions or would like to discuss your financial goals, don’t hesitate to reach out.
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.
EQ + IQ = Wealth: How Emotional Intelligence Shapes Stronger Financial Choices
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...
The Psychology of Financial Confidence: Building Habits That Support Your Goals
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Closing the Year Right: Reviewing and Adjusting Financial Goals for 2026
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Q4 2024 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Friday, January 17, 2025
As we step into the new year, I want to express my gratitude for all those who are part of our Flourish Wealth Management community. This quarter’s newsletter brings valuable insights and updates to help you navigate your financial journey in 2025.
Inside, you’ll find:
We’re here to help you make the most of the opportunities ahead. If you have questions or would like to discuss your financial goals, don’t hesitate to reach out.
Sincerely,
Kathy Longo
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Flourish Wealth Management
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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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