Thursday, 08 November 2018
Kathy Longo recently spoke to American Express' Open Forum about her tips for helping your business flourish.
"There's no time like the present to take a close look at your business's finances and make any necessary changes. Solid financial planning can help provide direction and healthy business growth..."
Friday, 29 June 2018
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. The right financial advisor can play a vital role in keeping you focused on what really matters. Watch this informative video from Dimensional Fund Advisors to learn more about the value that a financial advisor can bring to your investment experience.
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 30 May 2018
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.