Kathy Longo on the 'Conversations for Financial Professionals Podcast'
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 03 March 2022
The Jumpstart Coaching Lab focuses on helping you provide financial advice that will impact lives and change family trees. Kathy Longo joins Dominique Henderson, CFP on an episode of the 'Conversations for Financial Professionals Podcast' that is shaping the next generation of financial advice.
RIA Rankings Data Awards Firms Achieving Fast Growth
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 16 February 2022
We have some exciting news to share, and it wouldn’t be possible without each and every client who has chosen to put their trust in us on their journeys to financial and personal fulfillment.
WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we are gratified to announce that Flourish Wealth Management has been recognized in two exciting areas: One of the fastest-growing Registered Investment Advisory (RIA) firms in Minnesota and One of the fastest-growing women-owned RIA firms in the country.
An Interview with MoneyGeek
Wednesday, 03 November 2021
Many people promise their partners to love and to cherish one another for richer or for poorer. Yet many skip the financial part of the vows and avoid talking about money, leading to trouble in the relationship. A CNBC survey found 56% of divorced Americans said they never talked about their finances with family members.
Not talking about finances eventually leads to arguing about it. Multiple studies and surveys show arguing about money is strongly correlated to divorce. While the topic can feel taboo, discussing money can lead to a better marriage.
Because finances in marriage can make or break a relationship, MoneyGeek created a playbook for couples to take control of their shared finances and build a strong partnership for the future.
Start the conversation early and use tools that help identify their thoughts and feelings about work.
Monday, 01 November 2021
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.
Thursday, 16 September 2021
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.