Flourish Wealth Management Listed as One of the Best Financial Advisors in Minneapolis
Thursday, 01 June 2023
Expertise.com has listed Flourish Wealth Management as one of the best financial advisory firms in Minneapolis for 2023!
Expertise.com has listed Flourish Wealth Management as one of the best financial advisory firms in Minneapolis for 2023!
Flourish Wealth Management has been officially selected by USA Today as one of the Best Financial Advisory Firms of 2023!
While women control some $10 trillion in assets at the moment, the financial advisory industry remains dominated by men. A byproduct of this is that many women feel ignored – or worse, patronized – when meeting with financial professionals. Kathy Longo addresses this issue and related financial planning tips for women in this recent feature article from Worth.
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.
You’ve probably heard all of the most common financial advice for growing families: max out your 401(k)s, invest money into a 529 college savings plan, buy life insurance, make sure your will is up to date, and so on. These are all important steps for cementing a firm financial foundation for your family, of course, but there’s more to consider.
Another important piece of a growing family’s financial puzzle is to determine what values they hold dear, and then commit to using those values to make financial decisions. Below, we’ll discuss why taking this step matters and how to get started.
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