Start Your Retirement Plan Now

By Jay Pluimer, AIF® CIMA®

Wednesday, 09 August 2017

Start Your Retirement Plan Now

The opportunity to save money through a company sponsored retirement savings plan is an incredibly valuable benefit. Whether you are leading a small business or a nonprofit, the long-term ability to put money away on a tax-deferred basis is critical to building a nest egg that will provide financial flexibility in the later stages of life. Small business leaders can start a 401(k) or 403b Plan (“Plans”) that is cost effective for your organization, helps attract and retain key employees, and increases productivity by alleviating employees’ money worries.

Kathleen Longo Awarded the Five Star Wealth Manager Award for 2017!

Monday, 23 January 2017

5starThe Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Twin Cities Business magazine and Mpls. St. Paul Magazine to recognize these professionals and highlight their achievements.

401(k) Resolutions

By Jay Pluimer, AIF® CIMA®

Thursday, 12 January 2017

401(k) Resolutions

The turning of the calendar year is a great opportunity to create a list of resolutions that can improve your life.  I am going to leverage my Holiday practice making lists and checking them twice to help clients make sure they have a 401k or 403b Plan that is working effectively for both the employer and the employees.  So here is my list of New Years’ Resolutions for a retirement plan:

Kathy Longo featured in Investment News Article "RIA's Embrace the Collegial World of Study Groups" by: Jeff Benjamin

Monday, 09 January 2017

Kathy Longo featured in Investment News Article

"...Kathleen Longo, president of Flourish Wealth Management in Edina, Minn., belongs to an all-women study group known as the Goddesses of Financial Planning.

Ms. Longo, who advises on $95 million in client assets, joined the group of about a dozen other female RIAs 16 years ago when she was still working for a larger firm.

The group, which meets for two hours on the last Friday morning of each month, was instrumental three years ago in helping Ms. Longo realize she could launch her own advisory firm.

“When I joined, I was still at a larger RIA and I thought I'd be there forever. But seeing these other women, and having the inspiration and support of this group made me realize I could go out on my own,” Ms. Longo said.

Whether the group is made up of RIAs from the same city or spread across the country, the idea of competing against each other is one of the first things taken off the table...."

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