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.
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....
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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