Friday, 15 April 2016
by Kathleen Longo on April 16, 2016
With thankfulness and appreciation for my supporters, team and clients, I am proud to celebrate the 2nd birthday of Flourish Wealth Management today! It has been amazing journey over the past two years to build a strong foundation for the business. We have been blessed with amazing client experiences and supportive efforts from even more people than I could imagine. It has been a very rewarding personal and professional experience along the way. We are now getting ready for more accomplishments in the next year at Flourish, starting with an exciting hire that we will be announcing soon. My heartfelt thanks go out to everybody that has made the past two years a success beyond my wildest dreams. Cheers to you!!
Tuesday, 05 April 2016
Flourish Wealth Management was ranked among the Top 10 Best Financial Advisors in Minneapolis, St. Paul, and Edina (Minnesota)
See The Award Listing
Saturday, 05 March 2016
Kathleen Longo shares questions you should consider asking your aging parents in her blog titled: Seven Essential Questions to Ask Your Aging Parents Shared by The BAM Alliance, March 3, 2016
Friday, 18 December 2015
Kathleen Longo shares best practices to maximize your year-end charitable giving plans in her blog titled: Wrap Up Your Year-End Giving .
Shared by The BAM Alliance, December 18, 2015
Although the official start to the “Holiday Season” generally occurs on Thanksgiving weekend, the charitable component so often linked to this time of year is highlighted a few days later with #GivingTuesday, which fell on Dec. 1. If you don’t know already, #GivingTuesday, a relatively recent movement, was created in 2012 by New York’s 92nd Street Y in partnership with the United Nations Foundation as a response to consumerism and commercialization. The event takes place each year on the first Tuesday after Thanksgiving, providing a respite from Black Friday and Cyber Monday, and is designed to be a global day of giving through monetary donations, your time, goods and your voice.
Read the full story here