By Kathy Longo, CFP®, CAP®, CDFA
When it comes to resolutions, many of us work hard to commit to exercising more regularly, eating better, reading more and spending more time doing the things that make us happy. An oft overlooked aspect of our lives is how we communicate with our loved ones, most importantly spouses, with regard to money and finances.
By Kathy Longo, CFP®, CAP®, CDFA
We are nearing the close of 2017, and what a year it has been! From a new presidency that has certainly shaken things up to sweeping tax reform that will have a lasting impact on our economy and everyone who pays taxes, this has been a year of big changes. Globally, we have seen pendulum shifts in markets and ideology while domestic markets reached new highs nearly every month and GDP grew at a similar speed. This has also been a year of big change for our team at Flourish. Mark and Elise recently said their goodbyes to pursue different opportunities and we have enthusiastically welcomed Michele Lenz to our Flourish family. This has been, without a doubt, one of the most “change-themed” years in recent memory.
By Kathy Longo, CFP®, CAP®, CDFA
Greetings! We hope you enjoyed your holidays and are ready for a successful 2016. If you have been following the markets, or paying attention to any of the daily news outlets, then you know that investors have continued to experience volatility during a poor beginning for the New Year. A variety of negative news stories have been attributed to current market activity, including:
