Recent Press

Kathy Longo Featured in Forbes' #1 Investing Tip for 2019

Wednesday, 10 October 2018

Kathy Longo Featured in Forbes' #1 Investing Tip for 2019

We are excited to announce that Kathy Longo has been featured on Forbes. 

Excerpt: "Kathy Longo, the president and founder of Flourish Wealth Management®, believes that it is time for 'portfolio rebalancing.' 'Sitting at the end of a 10-year equity market recovery, this is the time where individuals should take risk off the table and balance market exposure...'" 

Kathy Longo will be speaking at A Common Hope's Legacy Circle Breakfast Series

Wednesday, 12 September 2018

Kathy Longo will be speaking at A Common Hope's Legacy Circle Breakfast Series

Kathy will discuss ways to navigate financial conversations with your partner, parents, or kids. She'll also introduce key ways to plan for life's financial transitions, from career to retirement, and provide thought-provoking considerations to can take home as we plan for our personal legacy journey! 

A Common Hope is also having its annual Sponsorpalooza! The first month of every sponsorship will be MATCHED this month thank to an anonymous "angel" sponsor. It's a great time to become a Sponsor and change a student's life!

SPONSOR A STUDENT

Kathy Longo featured on WalletHub | 2018?s Best & Worst Places to Retire

Tuesday, 14 August 2018

Kathy Longo featured on WalletHub | 2018?s Best & Worst Places to Retire

Kathy Longo has been featured on WalletHub in 2018’s Best & Worst Places to Retire.

What financial factors should retirees take into consideration when deciding where to retire?

From experience working with clients who are transitioning into retirement or are retired now, there are a variety of non-financial factors that should be incorporated into the decision about where to live. Most of these factors relate to future events and transitions such as where kids are located or will be located (balancing the opportunity to see family against the possibility of becoming a daycare solution). We also look at a combination of housing costs that include real estate taxes, state income taxes, and sales taxes. Finally, it’s important to consider access to medical resources as demonstrated by my parents who will probably need to leave their dream lake home in the near future to get adequate medical care.


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