Communication is the Key to Successful Retirement Planning

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 21 December 2016

It is inevitable; we get older every day.  The time to begin the planning for the next generation is now. The complexities of the family and the amount of money moving to the next generation can help determine how much time and effort will be required to ensure success for future generations. The creation of wealth brings a new set of responsibilities.  If you would like the transfer of your wealth to benefit the next generation, then you need to consider involving your family early. Each person’s goals, values, and ambitions might not align, but this is a time to find common ground. For success, it will be important for each generation to understand each other’s perspectives.

Year End Tax Planning for 2016 and the Trump Presidency

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 07 December 2016

Year End Tax Planning for 2016 and the Trump Presidency
The likelihood of tax rates beginning to fall in 2017 for wealthy investors is high. With President-Elect Trump beginning to shape his tax policy for the next four years, there will be several changes to how we are helping our clients plan for their taxes.

Those in higher tax brackets generally have the most flexibility in taking advantage of these tactics. But for most middle-income taxpayers, including retirees, should also consider taking steps now that might save them extra money in the event of a tax cut.

April 2016 | Growth, Numbers and Communication

Wednesday, 13 April 2016


Welcome to Flourish InsightsTM for April. We hope you are having an enjoyable Spring. We are excited for the warmer temperatures and new growth both inside and out. Look for an announcement later this week as we continue to expand our expertise with growth in our team this month. This month's Flourish Insights™ explores communications in different aspects of our lives and the influence numbers can have on how we measure success. We hope you enjoy this information, and we will be in touch again soon with our exciting announcement.


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Feel the Burn: Why Working Out is Like Investing in the Market

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 31 March 2016

Feel the Burn: Why Working Out is Like Investing in the Market

This image is owned by Trainer Academy

Many people make commitments to their physical well-being through commitments to diet and exercise.  However, I was recently reading an article where only 18% of people with a gym membership actually use it.  The statistics on the number of people that fail to stick to their diet for the long-term are staggering, not to mention the people who have amazing results over a 3- to 6-week time period, only to gain it all back (and then some) once the diet is over.  It made me think about the similarities with making a long-term commitment to Financial Fitness.  


Flourish Wealth Management Adds Retirement Services Offering

Wednesday, 09 March 2016

By Kathleen Longo on March 9, 2016

It is hard to believe that Flourish Wealth Management is preparing to celebrate our 2nd Anniversary in mid-April. The past two years have been an amazing personal and professional journey. We have been blessed to maintain and establish many wonderful relationships with our clients.  Our team comes to the office on a daily basis energized at the opportunity to make a difference in the lives of our clients.  This has also been a period of wonderful growth for the firm in terms of clients, resources, and office space.

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.

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    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
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