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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By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 14 January 2016
This month's Flourish Insights includes our recent blog focusing on essential questions to ask your aging parents along with a few articles about understanding the decision-making process. We hope the combination of this information will provide helpful perspective as we remain focused on your long-term financial goals.
Tuesday, 08 December 2015
Welcome to an abbreviated Flourish Insights this month as we focus on year-end planning and prepare for new successes in 2016. Although there are many commitments competing for your time and attention during the Holiday season, we want to share our company blog on ways to maximize your giving plan that includes helpful hints to incorporate throughout the year as you evaluate charities.
Sunday, 08 November 2015
Happy Thanksgiving! It is hard to believe with the warm weather in Minnesota that we will be celebrating Thanksgiving next week. I look forward to this time of year as we gather with family and friends along with wonderful food and appreciation. I am especially looking forward to my oldest daughter, Maddy, coming back home for the first time since she started college. Maddy and I have a tradition of spending a lot of time together in the kitchen while cooking the Thanksgiving meal and desserts together. Two of the Core Values at Flourish are to Grow and Share our experience and insights, along with Making a difference.
Thursday, 08 October 2015
Welcome to Flourish Insights™ where we hope to share our views to benefit your financial well being along with selected insights from influential publications along with our partners at the BAM Alliance. In addition to wealth management and investment information, this monthly newsletter will also be our chance to share firm updates, thoughts, tools and resources that support your path to flourish!
