Tuesday, 12 June 2018
How a Female Financial Pioneer is Reshaping Women’s Experiences in Wealth
By: Roya Rodieck
When 18-year-old Kathleen Longo got to Purdue in 1988, her academic ambition was guided by a fierce love of numbers. She majored in economics at the outset of her collegiate career. The field offered the interplay of numbers and ‘real world impact’ that she sought, making it the best fit for her aptitudes and interests—or so she thought.
In a serendipitous moment, a classmate at Purdue suggested she take a financial planning course, meant to introduce students to the financial planning and counseling major at large. She found herself besotted with the curriculum, and a realization swiftly materialized.
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By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 30 May 2018
When I decided to start Flourish Wealth Management a little over four years ago, there was a great deal to consider and to plan for. But first I had to accept the fact that I could fail, things could turn out worse than I expected them to, the market could take a nosedive the day after we opened our doors, and my planning and effort could all be for naught. But, there was the other side, too. I might succeed, things might work out better than I had anticipated, the market might stay relatively steady, and my planning and effort might just pay off both financially and personally. For those with an entrepreneurial spirit, starting a business isn’t just about the potential for financial gain; in fact, financial opportunity often takes a back seat to the need for independence and the need and desire to create something meaningful and personally fulfilling.
Tuesday, 15 May 2018
Kathy Longo's article on Advanced Planning for a Quality Retirement has been featured on Investopedia and picked up by NASDAQ.
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 10 May 2018
What contributes to satisfaction in retirement? It certainly isn’t just finances. Completing the retirement equation means talking about and striving for fulfillment, happiness, and satisfaction in retirement.
Preparing for social and emotional issues that may arise during your retirement can be uncomfortable to consider and discuss. Many people feel embarrassed to talk about their unhappiness when they retire – they have saved for a comfortable life, they have free time, they have met their financial goals, and yet there is something missing. People usually don’t talk about it because they feel like they’re supposed to be happy.
The truth is “winning” at retirement isn’t just about how much money you have saved, it is about how you decide to fill your days, what you want to do with your time and discovering the things that make you feel happy – fulfilled. Here are some of the things that may contribute to dissatisfaction with retirement and ways that you can face and cope with them proactively.
Thursday, 12 April 2018
News from Flourish
As the warm weather slowly inches ever closer to our front doors we are grateful for the prospect of outdoor grilling, blooming flowers and some good old Vitamin D. The first quarter of 2018 has flown by at Flourish and we are excited for some wonderful upcoming events that we are participating in.
SAVE THE DATE
This year we are sponsoring two events that we also participated in last year. On May 10th, Kathy Longo will be chairing the annual YWCA Minneapolis’s Circle of Women luncheon. The Circle of Women fundraiser luncheon is an inspirational opportunity to support life-changing programs in the community, empowering women and girls and eliminating racism in profound ways. For more information about this event or to register to attend or donate please visit the YWCA Minneapolis website.
