Surrendering the Lead

Independence, delegation and knowing when and how to find a balance.

By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 17 July 2018

Surrendering the Lead

This past April, my family and I went to Spain to visit my oldest daughter, Maddy. She was spending a semester in Barcelona and that was a great incentive to take a European vacation. As a planner, it should come as no shock that I often plan my vacations fairly meticulously. I like to know where I’m going and, typically, lead the way. There was something very different about this vacation though, and it taught me a great deal about the freedom of letting go and the opportunities it can open up. When we arrived, we started the trip spending a few days in Madrid, then took a bullet train to Seville for a few nights during Holy Week before flying up to Barcelona.

Q2 2018 Quarterly Newsletter

Wednesday, 11 July 2018

News from Flourish

Happy Summer! I hope this newsletter finds you well and that you enjoyed Independence Day last week. We closed the office for two days for the team to better enjoy the mid-week holiday. My family spent the day catching up on projects around the house while reminding our younger kids that the 4th of July was not the official holiday of staring at online videos, then convinced our kids into a nice 9 holes of golf and a family dinner. Although not the most stressful or energetic of celebrations, it was still a tad difficult to get back into the swing of things come Friday morning! I suppose that is the downside of having a holiday in the middle of the week. You don’t want the fun to stop.

Tuning Out the Noise

Friday, 29 June 2018

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. The right financial advisor can play a vital role in keeping you focused on what really matters. Watch this informative video from Dimensional Fund Advisors to learn more about the value that a financial advisor can bring to your investment experience.

Organizing Your Finances for Retirement

When approaching retirement, getting your finances organized is one of the first steps you should take.

By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 28 June 2018

Organizing Your Finances for Retirement

Getting a clear financial picture can help ease the transition into retirement because, at the very least, you’ll know what accounts you will be drawing from, where they are being managed, how your investments can continue to generate income for you, and what tax liabilities they may impose. It requires discipline and clarity to keep your finances organized before and during retirement.

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