Flourish Wealth Management

09/01/2026

📚 Did you know? A 529 plan can help cover your grandchild’s education costs, and the funds grow tax-deferred. Discover how this and other strategies can make a difference. Download our guide today!

📥 Download your guide here https://flourishwealthmanagement.com/birth-of-a-grandchild/?UTM=whitepaper-social

08/29/2026

Our Team recently spent time at Washburn Center for Children, learning firsthand about their work supporting children’s mental health across our community. Hearing directly about the impact Washburn is making in kids’ lives in schools, at home, and at their Children's Center was a powerful reminder about the opportunity to address areas of need.

Our visit was made possible through our continued partnership with the Minneapolis Foundation who introduced us to Washburn and helped coordinate the visit. We are grateful for organizations like these doing important work in our community every day!

Learn more at https://www.washburn.org



https://youtu.be/nKLyfZbqiAU

Washburn Center serves children from birth to age 18. In 2019 alone...

08/28/2026

Last week our Team stepped away from the office for two days of community service and connection. On the first day, we volunteered at Second Harvest Heartland, packing food boxes for Senior Citizens experiencing food insecurity. Our Team Connection activities included some friendly competition with bowling and bocce ball at Pinstripes and a visit to Battle Show Game Rooms.

Days like this confirm why community involvement matters to our Team, not just as coworkers, but as neighbors. 💚 Learn more at https://www.2harvest.org

08/28/2026

Risk tolerance may shift over time. Reevaluate how your investment approach aligns with your comfort level.

08/27/2026

🎉 A new grandchild is a joyful milestone! What’s one way you’d like to support their future? Share your ideas below, and download our guide to explore options like 529 plans and trusts.

📥 Get your guide here https://flourishwealthmanagement.com/birth-of-a-grandchild/?UTM=whitepaper-social

08/27/2026

🎧 Listen now: https://podcasts.apple.com/us/podcast/want-to-stop-fighting-about-money-heres-how/id1525764665?i=1000786306765

Money disagreements are one of the leading sources of tension in relationships, and if you and your partner have found yourselves in that pattern, you are far from alone. The good news is that healthier financial conversations are a skill that can be developed.

In this episode of the Flourish Financially podcast, Kathy Longo shares four practical steps that may help couples communicate more effectively about money and work through financial differences as a team.

08/26/2026

Every financial path is different. Our free financial assessment provides personalized results to help you better understand your financial picture and possible next steps.

🌱 Take the free assessment here: https://flourishwealthmanagement.com/flourish-financially/ /?UTM=assessment-social

08/25/2026

Transitioning to retirement is about more than finances—it’s about creating a lifestyle that works for you. Explore strategies to navigate this significant change. Download our complimentary guide today!

📥 Download here https://flourishwealthmanagement.com/transition-retired-life/?UTM=whitepaper-social

08/24/2026

Financial planning isn’t only about numbers; it’s about aligning your resources with your purpose. Our newsletter delivers planning insights, retirement strategies, and investment education to help you explore ways to prosper with purpose.

📩 Subscribe at https://flourishwealthmanagement.com/subscribe/?UTM=newsletter-social to start receiving updates from Flourish Wealth Management.

08/23/2026

Our clients understand that progress begins with small, consistent actions. Financial planning is about creating habits that support long-term growth and meaningful outcomes. If you are thinking about your next step, we invite you to connect with us to explore possibilities.