Newsletter

Does More Money Make You Happier?

Answering the Age-Old Question About Financial Success and Peace of Mind
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 21 September 2022

Does More Money Make You Happier?

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.

Understand Your Money Values to Strengthen Your Finances

Building a Financial Plan Based on Your Values Can Help You Accomplish Your Goals
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 24 August 2022

Understand Your Money Values to Strengthen Your Finances

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.

Ukraine Crisis Response

Addressing the Developing Situation in Client Portfolios
By Jay Pluimer, AIF® CIMA®
Friday, 25 February 2022

Ukraine Crisis Response

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.

Do You Know Your Exit Strategy from the Working World?

Planning Ahead Can Ease Your Financial and Emotional Transition into Retirement
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 23 February 2022

Do You Know Your Exit Strategy from the Working World?

The transition into retirement can be an exciting time in many ways. After all, you’re finally going to have more free time to spend as you wish, whether that’s traveling, volunteering, taking up a new hobby, or simply spending more time with loved ones. Of course, this transition can also cause financial stress and emotional overwhelm if you aren’t properly prepared. That’s why it makes sense to plan out your exit strategy from the working world before the time comes.

5 Strategies to Achieve Your College Funding Goals

How to Afford One of Your Most Expensive Investments for Your Children
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 09 February 2022

5 Strategies to Achieve Your College Funding Goals

Over the past several decades, a college education has come to be seen as a necessity. If you want to secure a good job with the possibility of upward mobility, you’ll likely need at least a bachelor’s degree to help you get there. However, with tuition costs greatly outpacing the overall cost of inflation, actually affording college has become a real challenge for many individuals and families.

From estimating the overall cost for higher education a decade from now to trying to determine how much financial aid you will be able to secure, there’s a lot to consider when planning to fund an education. Review the five strategies below to start developing your plan of action for your children’s future college education.

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  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
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