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.
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....
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...
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...
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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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
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....
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...