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In the News
The following articles and news items feature comments and insights from Flourish Wealth Management.
Kathleen Longo shares her experience with an all-women study group known as the Goddesses of Financial Planning in RIAs embrace the collegial world of study groups for InvestmentNews, January 9, 2017
Kathleen Longo shared thoughts on the future of the financial planning profession and how Flourish is preparing for these advancements at the Financial Advisor Conference presented by Think2Perform on October 12, 2016
Kathleen Longo talks about taking her own advice to lead a fulfilling life in Follow the Advice You Give Your Clients. Shared by The BAM Alliance, September 27, 2016
Kathleen Longo shares her inspiration for starting her own firm in Follow the Advice You Give Your Clients for Financial Advisor IQ, August 19, 2016
Jay Pluimer offers examples of what to look for while conducting a 401(k) plan review in Do You Have a "Gold Medal" 401(k) Plan?. Shared by The BAM Alliance, August 11, 2016
Kathleen Longo shares steps you can take to ensure that the relationship with your advisor is fruitful and fulfilling in It Takes Three: Are You in the Right Relationship?. Shared by The BAM Alliance, July 19, 2016
Jay Pluimer discusses the risks and fiduciary responsibilities of a 401(k) plan in No Free Lunch and No Free 401(k) Plan. Shared by The BAM Alliance, June 16, 2016
Kathleen Longo shares her experience with TAMPs in More financial advisors are learning the ABCs of TAMPs for CNBC, April 25, 2016
Flourish Wealth Management was ranked among the Top 10 Best Financial Advisors in Minneapolis, St. Paul, and Edina (Minnesota). Featured by AdvisoryHQ on April 5, 2016
Kathleen Longo shares questions you should consider asking your aging parents in her blog titled: Seven Essential Questions to Ask Your Aging Parents. Shared by The BAM Alliance, March 3, 2016
Kathleen Longo featured as part of Women Who Mean Business focus in the January 2016 issue of Minnesota Business magazine.
Kathleen Longo shares best practices to maximize your year-end charitable giving plans in her blog titled: Wrap Up Your Year-End Giving. Shared by The BAM Alliance, December 18, 2015
Kathleen Longo offers advice to blended families and money conversations in her blog titled: Blended Finances and Family Values. Shared by The BAM Alliance, December 10, 2015
Kathleen Longo shares her thoughts on a new course, Introduction to Personal Finance, offered to all freshman at Purdue University in the fall 2015 issue of Life 360 magazine from Purdue University. The class is designed to provide students with a solid foundation of basic financial knowledge and practical solutions to help them better manage their finances.
Kathleen Longo offers advice on how to capitalize on moments of personal connection this summer and discuss your estate plan in her blog titled: Summer Gatherings and Estate Planning Considerations. Shared by The BAM Alliance, July 31, 2015
Kathleen Longo shares useful topics to discuss with college-bound children in her blog titled: Crucial Conversations Before Your Child Heads to College. Shared by The BAM Alliance, June 26, 2015
Kathleen Longo describes her experience when facing generational shifts in Woo Clients' Kids And Grandkids As Tomorrow's Clients for Investor's Business Daily, February 20, 2015
Kathleen Longo offers advice on ways to reduce your debt in Time for a Debt Detox for Daily Worth, January 2, 2015
Kathleen Longo shares her thoughts on a topic presented by Maddy Dychtwald in her blog titled: How Will You Spend Your 'Longevity Bonus'? Shared by The BAM Alliance, October 31, 2014
Kathleen Longo comments on emergency planning in 5 Ways to Keep a Crisis From Crushing You for Money, July 29, 2014
Kathleen Longo offers financial advice in When Wealthy Women Remarry Men of Lesser Means for the Wall Street Journal, July 16, 2014
Kathleen Longo describes how retirement assets and a Donor Advised Fund can be the perfect solution for charitable giving as part of an overall legacy plan in Talking About Philanthropy with the Minneapolis Foundation, July, 2014
Kathleen Longo quoted discussing expenses in retirement in the Chicago Tribune, May 25, 2014 -"Retirement savings rebound, but planning is still key"