We all start the year with the best intentions: fresh goals, renewed focus, and maybe even a spreadsheet or two. But as the months roll on, life happens. Your career might shift, a new opportunity could emerge, or your spending habits may look different than they did in January. That’s
Summer is the perfect time to unwind, recharge, and create lasting memories with friends and family. Whether you’re planning a vacation, a weekend getaway, or just looking for fun local activities, managing your budget is key to ensuring that you have the freedom to enjoy your summer without stressing over
Life doesn’t happen all at once, rather it unfolds in stages. And with each new chapter, your financial needs evolve right along with your family’s goals, responsibilities, and priorities. That’s why financial planning isn’t a one-time task – it’s a thoughtful, ongoing process. Whether you’re starting a family, navigating college
Women face unique financial considerations due to a combination of factors, including longer life expectancy, career interruptions, wage disparities, and caregiving responsibilities. These factors can make financial planning more complex, but they also create opportunities for women to develop strategies that align with their personal and professional goals. By taking
A mid-year bonus. An unexpected inheritance. A cashed-out vacation day or PTO payout. Whether anticipated or out of the blue, a financial windfall can bring excitement, and uncertainty. When extra money shows up, the temptation is often to act quickly: book a vacation, upgrade the kitchen, or finally buy a
In today’s fast-paced world, it’s easy to get caught up in the hustle of accumulating wealth. But have you ever paused to consider: What is the purpose behind your financial journey? At Flourish Wealth Management, we believe that true financial success isn’t just about numbers—it’s about aligning your wealth, legacy,
Podcasts
Listen to Flourish Financially with Kathy Longo on your favorite streaming service
