In the News

Taking the Leap : The Risks and Rewards of Starting a Business, Making It Grow, and Fulfilling Your Entrepreneurial Vision.

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 30 May 2018

Taking the Leap : The Risks and Rewards of Starting a Business, Making It Grow, and Fulfilling Your Entrepreneurial Vision.

When I decided to start Flourish Wealth Management a little over four years ago, there was a great deal to consider and to plan for. But first I had to accept the fact that I could fail, things could turn out worse than I expected them to, the market could take a nosedive the day after we opened our doors, and my planning and effort could all be for naught. But, there was the other side, too. I might succeed, things might work out better than I had anticipated, the market might stay relatively steady, and my planning and effort might just pay off both financially and personally. For those with an entrepreneurial spirit, starting a business isn’t just about the potential for financial gain; in fact, financial opportunity often takes a back seat to the need for independence and the need and desire to create something meaningful and personally fulfilling.

Happiness, Money, Retirement and What Matters

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 10 May 2018

Happiness, Money, Retirement and What Matters

What contributes to satisfaction in retirement? It certainly isn’t just finances. Completing the retirement equation means talking about and striving for fulfillment, happiness, and satisfaction in retirement.

Preparing for social and emotional issues that may arise during your retirement can be uncomfortable to consider and discuss. Many people feel embarrassed to talk about their unhappiness when they retire – they have saved for a comfortable life, they have free time, they have met their financial goals, and yet there is something missing. People usually don’t talk about it because they feel like they’re supposed to be happy.

The truth is “winning” at retirement isn’t just about how much money you have saved, it is about how you decide to fill your days, what you want to do with your time and discovering the things that make you feel happy – fulfilled. Here are some of the things that may contribute to dissatisfaction with retirement and ways that you can face and cope with them proactively.

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