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.
Wednesday, 21 July 2021
Kathy Longo was recently interviewed by MoneyGeek for a piece they did on how an individual can start investing and saving their money. In the interview, Kathy provides her expertise on questions that center around investing in stocks and bonds, advice for those who live paycheck to paycheck, whether an investment app is a good idea, and more.
Tuesday, 29 June 2021
Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2021!
This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management, influence the practice of financial advice, and help educate millions of investors.
REGISTER FOR THIS VIRTUAL EVENT
Thursday, 06 May 2021
In 1997, Circle of Women gathered 500 women to celebrate their power and to develop women as philanthropists in the community. The objective was to broaden the base of support for YWCA Minneapolis programs and help improve the future for women and girls in the Twin Cities. This year, we’re celebrating 25 years of this event, the lives changed and the progress made over the decades.
Our anniversary event will be held virtually, connecting supporters with our mission to eliminate racism and empower women and girls, while creating meaningful engagement through technology.
Help support our mission by joining us on May 18!
Date: Tuesday, May 18, 2021
Time: 6:00 pm - 6:45 pm
Location: This is a virtual event
Kathy Longo is on the board of the YWCA Minneapolis and you would be attending this event as her guest.
Tuesday, 09 February 2021
Flourish brought back our monthly Lunch & Learns where each team member takes a turn leading the time together. This month Michele Lenz shared a topic originally inspired by the book The Four Agreements which highlights:
Agreement 1: Be Impeccable With Your Word
Agreement 2: Don't Take Anything Personally
Agreement 3: Don't Make Assumptions
Agreement 4: Always Do Your Best