Exciting Flourish Wealth Management Update

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 29 September 2014

It is hard to believe that it has already been 5 months since forming Flourish Wealth Management.  Each day I am thankful for the opportunity to pursue my passion for wealth management and am energized by my conversations with clients about helping them achieve life goals.  The firm continues to grow through a combination of previous clients and new client relationships who appreciate our focus on delivering individualized wealth management solutions aligning financial resources with values and goals.

Reflecting the growth of the firm, I am excited to announce that Flourish has hired Elise Pederson as Wealth Manager to work with me to provide dedicated client service for our clients. I knew Elise was the perfect addition to Flourish from our first meeting.  She has a strong background in financial planning and a caring personality.  Elise joined Flourish with previous financial planning experience at a local firm, and she has a degree in Finance and Marketing from Iowa State University.  Elise embraces the collaborative, client-centered environment and experience that Flourish brings to each client relationship. 

Couples and Money - The Overlooked Conversation

By Kathy Longo, CFP®, CAP®, CDFA

Sunday, 21 September 2014

Couples and Money - The Overlooked Conversation

This summer my family had the opportunity to participate in two family weddings.  With all the excitement and preparation for the “big day” with two families coming together, it is also important for the couple to prepare a strong foundation for money matters.  After all, conflict over money remains one of the top reasons for divorce.  Money is never simple, and in my years in the wealth management business I’ve learned that marital discord is never simply about the money.  Money certainly provides the opportunity to live a certain lifestyle, but it also creates complications as two people come into a marriage with separate money values and unique family histories around money.  

So how can people prepare for success as a couple around money?

Markets Keep Defying the Experts and the News

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 08 September 2014

Markets Keep Defying the Experts and the News

It is important to have a clear strategy for managing the market’s ever-unfolding uncertainties, staying focused on the right processes, the right tools, and the right mindset to guide you toward your goals. Your investment strategy is one you can apply with confidence through thick and thin.  Investors are otherwise too often moved by volatile markets, veering off-course to chase skyrocketing trends or flee sickening drops, forever second-guessing themselves and “starting over” whenever current events test or tempt their resolve.  Larry Swedroe reminds us about the danger of focusing on media headlines and those who think they can predict the future.

Larry Swedroe is the Director of Research for the BAM ALLIANCE.  

Time to Talk Money

Monday, 25 August 2014

by Kathleen Longo on August 25, 2014

Last night at dinner, my family was discussing plans to go to the Minnesota State Fair.  This year I told the kids that we are going to put them on a budget for the day to cover their food, drinks, and rides/games.  My son replied with a concerned look, “what is a budget?” 

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