Wednesday, 09 March 2016
Spring is arriving a little early to Minneapolis this year, bringing fun and optimism as we start to embrace spending more time outside. We were fortunate to have a relatively short and mild winter this year but we have now officially entered the time of year for bike rides, walks, and re-connecting with neighbors. The changing of the seasons is a friendly reminder to take stock of a lot of things in life, happily (for me at least) saying farewell to winter while welcoming what's next. It's also an opportunity for the traditional Spring Cleaning which I seem to look forward to more than my kids who would almost prefer to do extra homework than try on summer clothes to see if anything from last year still fits their growing bodies. Spring is a great time of year to review your finances and prepare for the year ahead. It has also become an exciting time for our team as we prepare to celebrate the 2nd Anniversary of founding Flourish Wealth Management on April 16th. I
n honor of the mixed themes of renewal and reflection, we are presenting a series of articles that should provide some additional perspective to the investment and planning process.
Thursday, 04 February 2016
We all struggle to some extent with the daily balance between mental, physical, social, and financial health. There are a variety of ways we can embrace this balancing act with a proactive and healthy approach. Our goal at Flourish Wealth Management is to help clients achieve their long-term planning goals, and the strategies outlined in this issue of Flourish Insights provide information that is complementary to the dollars and cents we tend to focus on during meetings.
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 14 January 2016
This month's Flourish Insights includes our recent blog focusing on essential questions to ask your aging parents along with a few articles about understanding the decision-making process. We hope the combination of this information will provide helpful perspective as we remain focused on your long-term financial goals.
Tuesday, 08 December 2015
Welcome to an abbreviated Flourish Insights this month as we focus on year-end planning and prepare for new successes in 2016. Although there are many commitments competing for your time and attention during the Holiday season, we want to share our company blog on ways to maximize your giving plan that includes helpful hints to incorporate throughout the year as you evaluate charities.
Sunday, 08 November 2015
Happy Thanksgiving! It is hard to believe with the warm weather in Minnesota that we will be celebrating Thanksgiving next week. I look forward to this time of year as we gather with family and friends along with wonderful food and appreciation. I am especially looking forward to my oldest daughter, Maddy, coming back home for the first time since she started college. Maddy and I have a tradition of spending a lot of time together in the kitchen while cooking the Thanksgiving meal and desserts together. Two of the Core Values at Flourish are to Grow and Share our experience and insights, along with Making a difference.