In the News

Kathleen Longo published in BAM Alliance | Blended Finances and Family Values

Thursday, 10 December 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

A couple’s money conversations can be complex, as each individual brings to the relationship their unique family history surrounding money, values, financial resources and obligations. And financial conversations take on a whole new meaning when kids are involved, as parents wrestle with spending decisions on allowances, education funding and, eventually, inheritances.

Read the full story here

November 2015 | Happy Thanksgiving!

Sunday, 08 November 2015

 

Happy Thanksgiving! It is hard to believe with the warm weather in Minnesota that we will be celebrating Thanksgiving next week. I look forward to this time of year as we gather with family and friends along with wonderful food and appreciation. I am especially looking forward to my oldest daughter, Maddy, coming back home for the first time since she started college. Maddy and I have a tradition of spending a lot of time together in the kitchen while cooking the Thanksgiving meal and desserts together. Two of the Core Values at Flourish are to Grow and Share our experience and insights, along with Making a difference.

October 2015 | Welcome to Flourish Insights!

Thursday, 08 October 2015

 

Welcome to Flourish Insights™ where we hope to share our views to benefit your financial well being along with selected insights from influential publications along with our partners at the BAM Alliance. In addition to wealth management and investment information, this monthly newsletter will also be our chance to share firm updates, thoughts, tools and resources that support your path to flourish!

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