Enjoy a Comfortable Retirement with These Steps
By Jay Pluimer, AIF® CIMA®
Monday, 20 March 2023
Retirement planning is an essential aspect of your financial journey. While it can be a daunting task for anyone, it can be especially challenging for single women. Women tend to live longer than men and may face unique financial challenges such as the gender pay gap and career interruptions due to caregiving responsibilities. However, with careful planning, single women can take control of their financial future and achieve a comfortable retirement. Below are six retirement planning tips for single women.
Why the Government Took Over SVB and SBNY and What it Means
By Jay Pluimer, AIF® CIMA®
Wednesday, 15 March 2023
Banks have been in the headlines recently after several significant developments. News broke on Friday, March 10 that Silicon Valley Bank (SVB) was being taken over by the government after failing to have enough resources to meet customer requests for withdrawals. A similar (and related) scenario played out on Sunday, March 12 when Signature Bank New York (SBNY) was no longer able to meet liquidity requirements. Although these are separate events, there are important similarities that led up to each bank failure.
Understand the Impact of No Longer Striving for Career Growth and Development
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 06 March 2023
If you have a job that you love and that challenges you, congratulations! It’s something that many people wish for but never find. In fact, it’s something I searched for prior to founding Flourish Wealth Management, and I know how challenging it can be to feel disengaged or bored with the work you do every day. The truth is that career complacency is common. Many of us get comfortable in our jobs and we stop striving for growth and development. While this may feel safe and secure in some ways, career complacency can have a significant impact on both our happiness and our net worth.
Spend Your Money on Experiential Purchases to Find Greater Fulfillment
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 20 February 2023
One thing that unites people from all walks of life is the innate yearning for long-lasting fulfillment and a desire to achieve genuine happiness. The question is, how do we actually achieve happiness? In a previous article, we examined the question of whether more money can lead to greater happiness and it can – in a few very specific ways. In this article, we’ll look at the importance of choosing how to spend whatever money you may have, with a focus on the impact of choosing to buy experiences over things.
Train Your Brain to Help You Achieve Your Financial Goals
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 06 February 2023
For a great many of the clients I work with, financial planning and wealth management is about living a life with little to no financial stress. They want to avoid confusion and frustration about which financial strategies to use and overcome anxiety about whether or not they’ll have enough money in retirement. It’s gratifying for my team and me to use our experience and expertise to craft personalized financial plans that help our clients achieve their financial goals and the personal aspirations that are often tied to them. However, I have found that it also benefits my clients to work on cultivating a wealthy mindset.
What, exactly, does mindset have to do with building wealth and achieving financial security? As it turns out, quite a bit. Read on to find out more.
