In the News

How To Retire When You're a CEO

Tips for Transitioning Out of a High-Powered Leadership Role and Into the Next Phase
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 29 January 2020

How To Retire When You're a CEO

Retirement can be a difficult transition for anyone, but it can pose an even greater challenge for those leaving high-powered leadership roles. Since their positions are so incredibly demanding, CEOs often don’t have the time or focus to plan their next move. Also, since the average age of retirement for a CEO is just 62, that leaves quite a few years to plan for. CEOs also frequently define themselves by their work, which can make retirement feel like a loss rather than a milestone to celebrate.

Q4 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Saturday, 18 January 2020

News from Flourish

Happy New Year! I hope this email finds you rested and recuperated from the holiday season and ready for a year filled with growth, forward momentum, and achieving your goals.

 Screen Shot 2020 01 18 at 102314 AM

Over the holidays, my family and I enjoyed some R and R in Palm Springs, CA. It was so nice to step away from Minnesota for a few days and enjoy each other’s company. Jay, Maddy, Fernando, Grace and I enjoyed the weather, great restaurants, and opportunities to connect about all the events from the past year. The experience was refreshing and made me think of all the holiday memories we’ve made at home over the year and the benefits of occasionally having a change of scenery to deepen connections.

Ask Your Spouse These Nine Questions Before You Retire

Planning Together Ensures You’ll Understand One Another’s Expectations
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 15 January 2020

Ask Your Spouse These Nine Questions Before You Retire

Nearing retirement is an exciting time. It’s a culmination of your many years of hard work and smart financial decision-making, and many people find it to be an incredibly meaningful and rewarding phase of life. You likely have a host of retirement dreams – everything from where you’ll live to how you’ll spend your days and with whom – but do you know if your spouse has different expectations?

Q3 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 14 October 2019

News from Flourish

Autumn is in full swing and the change of seasons and chilling of the air brings about cinnamon smells, football, and cozy nights by the fire--for that we are grateful.

In the last three months, we have had some wonderful things to celebrate! Kathy Longo was named one of Investopedia’s Top Financial Advisors of 2019. She also contributed her thought leadership to a marketing roundtable discussion with the Financial Planning Association and we celebrated the one year anniversary of Flourish Financially’s publication!

Q2 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 16 July 2019

News from Flourish

Happy Summer! And what a busy one it has been so far. I just returned from a family trip to Guatemala where we were able to roast marshmallows over the heat of an active volcano, return to the birthplace of my two youngest children, Fernando and Grace, and visit with the now-grown children that we had the opportunity to sponsor in an effort to foster educational opportunities for the underprivileged youth of Guatemala. It was an enriching and emotional journey!

Our staff engaged in a good deal of professional development during the last quarter. Michele Lenz completed the Fundamentals of Financial Life Planning training program with MoneyQuotient, and she also attended the University of Wisconsin-Madison Financial Coaching workshop designed to increase financial professionals’ understanding of coaching theories and skills, recognize the role of values and motivations, and identify applications in professional practice. In addition, we welcomed our new Client Services Manager, Shelly Fayard-Rerat. To learn more about Shelly’s background and experience you can visit her bio page on our website.

We will be sharing two articles this quarter. The first discusses the challenges that women face at different stages of their lives when they are experiencing financial transitions, and what can be done in the present to help mitigate the impact they can have on your life in the future. If you find that this article will be valuable to a person you care about please don’t hesitate to share it with them. In addition, Jay Pluimer shares his quarterly market commentary. I hope your summer is filled with laughter, love, and barbeques. If you have memorable experiences you’d like to share with us please post them to our Facebook page. We’d love to see your summer adventures!

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • PHONE: 952.392.4474
  • FAX: 952.953.3310