Newsletter

Q1 2022 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 14 April 2022

Q1 2022 Quarterly Newsletter

News From Flourish

Spring has sprung! I hope that the first three months of 2022 have been good to you. With so much going on in the world, I know that I have had to take moments to myself to reflect on the gratitude I have that me and my family are safe and healthy. If the 2020s are continuing to deliver bad news, please know that you are in our thoughts and we are hopeful that there are brighter days around the corner for everyone.

Q4 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Saturday, 15 January 2022

Q4 2021 Quarterly Newsletter

News From Flourish

Happy New Year! I hope that the holiday season was joyful and found you and yours in good health and good spirits. While this season continues to bring us sad news on the Covid front, I am hopeful that the coming Spring will bring us a sorely needed light at the end of the tunnel. We had quite a busy holiday season and are enjoying having a slightly less packed schedule as this first month of the New Year unfolds.

Q3 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 15 October 2021

Q3 2021 Quarterly Newsletter

News From Flourish

Greetings! Here at the start of October and the autumn season, I am grateful for the warmth of changing leaves on the trees and that cozy feeling you start to get at this time of year before the hustle and bustle of the holidays is upon us. This is also an important time of year for financial planning with tax season right around the corner. Because of some changes in the tax law that went into effect last year, it will be important for you to take a look at any changes or expenses that may occur for you as a result. In this quarter’s article, Joey Fenwick outlines a few of the changes that we have clarity on and how they may impact your tax planning for this year.

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