Kathy Longo Named One of Investopedia's Top 100 Financial Advisors 2022
Wednesday, 13 July 2022
Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2022!
Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 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.
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.
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.
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.
