February 2016 | Finding a balanced approach to life, planning and achieving your goals

Thursday, 04 February 2016

 

We all struggle to some extent with the daily balance between mental, physical, social, and financial health. There are a variety of ways we can embrace this balancing act with a proactive and healthy approach. Our goal at Flourish Wealth Management is to help clients achieve their long-term planning goals, and the strategies outlined in this issue of Flourish Insights provide information that is complementary to the dollars and cents we tend to focus on during meetings.

 

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7 Essential Questions to Ask Your Parents

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 02 February 2016

7 Essential Questions to Ask Your Parents

A few years ago, my Mom was diagnosed with Stage 4 Hodgkin’s Lymphoma Cancer, which prompted some quick changes in our family as we were not prepared for a medical crisis.  The first priority was to find the best medical care possible, meaning a sudden move from her cabin life in Northern Wisconsin to Minneapolis where she would have access to significantly more medical resources.  My parents moved in with our family during her 6-month treatment plan, which was both a blessing and a challenge.  I am happy to report that my mother is doing well and has been “cancer free” for a couple of years.  However, the medical crisis made me realize the importance of getting in front of medical and financial matters before it is too late.  We were fortunate that this was an opportunity to update her estate documents, organize her finances, and get a long-term medical plan in place.  As I work with clients, I usually ask about their parent s’ health and finances.  The most common response is that their parents don’t talk about money, they are too private to discuss finances, or that money was a taboo topic growing up.

Making Your Best Decisions

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 22 January 2016

Making Your Best Decisions

The first decision many of us made at the beginning of the month was whether or not we truly want to stick with our New Years’ Resolutions. Like many decisions, sticking to those resolutions becomes harder over time and hopefully you have been able to keep some of the good ones in place so far. There has been a lot of recent research about the decision-making process everybody goes through on a daily basis, with direct implications for your financial goals. The following blog from Carl Richards, Director of Investor Education with the BAM Alliance, provides an interesting introduction to the study of how decisions are made, or not made.

A Conversation With Jared Kizer and Kevin Grogan of The BAM Alliance

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 19 January 2016

A Conversation With Jared Kizer and Kevin Grogan of The BAM Alliance

January is a good time to reflect on your financial goals and the investment plan you have designed to meet those goals.  The past few weeks have been rocky for the equity markets, to say the least, and we want to proactively share helpful market insights to balance some of the noise in the traditional media outlets. From recent equity performance to risks facing investors in the current market environment, Chief Investment Officer, Jared Kizer, and Director of Investment Strategy, Kevin Grogan, share market insights on a range of topics and answer questions about our overall investment strategy in this webcast. 

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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