Understand the Impact of No Longer Striving for Career Growth and Development
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 06 March 2023
If you have a job that you love and that challenges you, congratulations! It’s something that many people wish for but never find. In fact, it’s something I searched for prior to founding Flourish Wealth Management, and I know how challenging it can be to feel disengaged or bored with the work you do every day. The truth is that career complacency is common. Many of us get comfortable in our jobs and we stop striving for growth and development. While this may feel safe and secure in some ways, career complacency can have a significant impact on both our happiness and our net worth.
Help us celebrate ‘Flourish Financially’ and Flourish Insights’
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 29 September 2022
Two years ago, we set out to try something new: podcasting! We’re so grateful for the support that both Flourish Financially and Flourish Insights have received, and we are thrilled to be celebrating the two-year anniversaries of both shows.
Answering the Age-Old Question About Financial Success and Peace of Mind
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 21 September 2022
We’ve all heard the age-old adage, “Money can’t buy happiness,” but how much truth does that statement really hold? Is it accurate, or does more money make you happier?
When we typically think about a wealthy lifestyle we focus on the material goods that money can buy, like fancy clothes or lavish vacations. But, what about the unseen things that money can provide, like financial security? Having an influx of cash can be beneficial in multiple ways, and it turns out a strong financial foundation can go a long way in contributing to day-to-day happiness and peace of mind.
Building a Financial Plan Based on Your Values Can Help You Accomplish Your Goals
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 24 August 2022
Each of us has our own unique set of money values and beliefs that we inherited from the people around us and the things that we experienced as we grew up. Here at Flourish, we refer to this history of financial influences as your “money story.” We have seen again and again how it defines how you relate to money, and it significantly impacts your financial habits – often in ways that you may not be aware of.
Having a better understanding of your money values and your money story can allow you to identify what may be hindering you from reaching your financial goals, while also providing you the opportunity to begin using your pre-existing money beliefs to your advantage.
Here are some tips on how to make your money story work for you.
Addressing the Developing Situation in Client Portfolios
By Jay Pluimer, AIF® CIMA®
Friday, 25 February 2022
The global balance for peace and economic stability was broken when Russian President Putin announced the beginning of military operations in Ukraine. This has been a developing situation over the past few months as Russia positioned itself as the savior of citizens in Eastern Europe against alleged aggression from NATO forces. Regardless of why the military actions started, our focus is on how to address the developing situation in client portfolios.
