Newsletter

Q1 2022 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 14 April 2022

Q1 2022 Quarterly Newsletter

News From Flourish

Spring has sprung! I hope that the first three months of 2022 have been good to you. With so much going on in the world, I know that I have had to take moments to myself to reflect on the gratitude I have that me and my family are safe and healthy. If the 2020s are continuing to deliver bad news, please know that you are in our thoughts and we are hopeful that there are brighter days around the corner for everyone.

Q4 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Saturday, 15 January 2022

Q4 2021 Quarterly Newsletter

News From Flourish

Happy New Year! I hope that the holiday season was joyful and found you and yours in good health and good spirits. While this season continues to bring us sad news on the Covid front, I am hopeful that the coming Spring will bring us a sorely needed light at the end of the tunnel. We had quite a busy holiday season and are enjoying having a slightly less packed schedule as this first month of the New Year unfolds.

Add Value by Discussing Encore Careers With Clients

Start the conversation early and use tools that help identify their thoughts and feelings about work.
Monday, 01 November 2021

Add Value by Discussing Encore Careers With Clients

The Coronavirus crisis has been a turning point for many people, with 76% of Americans crediting the pandemic with forcing them to “refocus on what’s most important in life.” This sentiment holds true across age, gender, race/ethnicity, income and region of the country. One option that has long been enthusiastically embraced by some of our clients, and magnified by the pandemic, is to begin an “encore career.” It also presents a planning opportunity as we work with our clients.

Q3 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 15 October 2021

Q3 2021 Quarterly Newsletter

News From Flourish

Greetings! Here at the start of October and the autumn season, I am grateful for the warmth of changing leaves on the trees and that cozy feeling you start to get at this time of year before the hustle and bustle of the holidays is upon us. This is also an important time of year for financial planning with tax season right around the corner. Because of some changes in the tax law that went into effect last year, it will be important for you to take a look at any changes or expenses that may occur for you as a result. In this quarter’s article, Joey Fenwick outlines a few of the changes that we have clarity on and how they may impact your tax planning for this year.

Kathy Longo was Recently Featured in NerdWallet Article on Impulse Shopping

Thursday, 16 September 2021

Kathy Longo was Recently Featured in NerdWallet Article on Impulse Shopping

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. 

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