Newsletter

Q3 2021 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA Friday, 15 October 2021

Q3 2021 Quarterly Newsletter

News From Flourish

Greetings! Here at the start of October and the autumn season, I am grateful for the warmth of changing leaves on the trees and that cozy feeling you start to get at this time of year before the hustle and bustle of the holidays is upon us. This is also an important time of year for financial planning with tax season right around the corner. Because of some changes in the tax law that went into effect last year, it will be important for you to take a look at any changes or expenses that may occur for you as a result. In this quarter’s article, Joey Fenwick outlines a few of the changes that we have clarity on and how they may impact your tax planning for this year.

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About the Author

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.

 

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