Thursday, 21 February 2019
We are very pleased to announce that for the fourth year in a row Flourish has been awarded as one of the top-rated financial advisors in Minnesota by AdvisoryHQ!
According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis:
Thursday, 31 January 2019
Kathy was recently quoted in the San Francisco Chronicle for Liz Weston's 5 divorce mistakes that can cost you. UPDATE: This story has been featured in many more publications including The New York Times, The Star Tribune, and CBS News!
Tuesday, 15 January 2019
Kathy was recently quoted on WhatInvestment.co.uk about how establishing realistic goals can keep you on track for better financial outcomes.
Meet the Passionate Duo Donning Orange Ties in the Fight for Early Childhood Education
Friday, 11 January 2019
Jay Pluimer recently sat down at the kid's table to have a talk with YWCA Minneapolis about his work with Mike O'Keefe as co-chairs of YWCA giving circle. Jay's signature effort, Circle of Men, first formed to support the fundraising event Circle of Women, has recently expanded its efforts to help make high-quality Early Childhood Education more accessible to all through philanthropy and advocacy.
Kathy Longo Shares Her Expertise With Barron's
Thursday, 10 January 2019
Always an advocate for open conversations around money and financial planning Kathy Longo recently shared her expertise with Barron's for their article, How to Talk to Your Family About Money.