Thursday, 16 September 2021
In an article published by NerdWallet providing advice on how to curb pandemic-related impulse spending, Kathy Longo offered her insight on how to practice healthy credit card habits. Here's a snip of the article:
Credit cards may help or hurt, depending on how you spend. Klontz says that people spend significantly more money when using their credit cards instead of cash. He suggests keeping a cash envelope to use in areas where you tend to overspend, like dining out, for example.
Also, minimize impulses by not storing credit card information on websites or apps, says Kathy Longo, a certified financial planner and president of Flourish Wealth Management, a financial planning firm in Minneapolis.
REGISTER FOR THIS VIRTUAL EVENT
Thursday, 06 May 2021
In 1997, Circle of Women gathered 500 women to celebrate their power and to develop women as philanthropists in the community. The objective was to broaden the base of support for YWCA Minneapolis programs and help improve the future for women and girls in the Twin Cities. This year, we’re celebrating 25 years of this event, the lives changed and the progress made over the decades.
Our anniversary event will be held virtually, connecting supporters with our mission to eliminate racism and empower women and girls, while creating meaningful engagement through technology.
Help support our mission by joining us on May 18!
Date: Tuesday, May 18, 2021
Time: 6:00 pm - 6:45 pm
Location: This is a virtual event
Kathy Longo is on the board of the YWCA Minneapolis and you would be attending this event as her guest.
Thursday, 30 April 2020
We are very pleased to announce that for the fifth year in a row Flourish has been awarded as one of the top-rated financial advisors in Minnesota by AdvisoryHQ!
According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis:
Friday, 26 July 2019
Join Kathy Longo for the FPA Journal in the Round online roundtable and interactive discussion!
July 31, 2019
2:00 PM Eastern
(1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific)
In this month’s program, July Journal for Financial Planning contributor, Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan.
Thursday, 02 May 2019
There is something powerful about coming together to listen to those whose voices aren't always heard -- the participants of the life-changing programs of YWCA Minneapolis.
During the Circle of Women program, girls and women whose lives have been changed in small and profound ways share their stories with attendees. Be inspired by their stories!
Date: Wednesday, May 8, 2019
Time: 10:30 am - 1:00 pm
Location: Minneapolis Convention Center
Cost: $150 per ticket
