Flourish Wealth Management

09/08/2026

Welcoming a grandchild inspires many to think about their family’s financial future. Learn about options like 529 plans and trusts to provide meaningful support. Download our guide today!

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

09/07/2026

Legacy planning is about planting seeds today that can grow into meaningful support for those you care about. Flourish Wealth Management helps women consider family wealth planning that reflects their values and long-term goals.

🌿 Schedule your discovery call today at https://flourishwealthmanagement.com/schedule/?UTM=discoverycall-social

09/07/2026

Recognizing the hard work, dedication, and resilience that keep our communities strong. Wishing you a restful and well-deserved Labor Day.

09/06/2026

Life changes, and your financial plan should adapt with it. Planning works best as a continuous process that supports each season of your journey. 🌿

09/04/2026

Check for administrative or fund fees that may impact long-term returns. Lower-cost options may be available.

09/03/2026

🎉 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

09/03/2026

🎧 Listen now: https://podcasts.apple.com/us/podcast/career-complacency-impacts-your-happiness-and-your/id1525764665?i=1000787692788

Career complacency is more common than many people realize. It's easy to grow comfortable in a role and gradually stop seeking growth and development. While that may feel manageable in the short term, staying stagnant in your career can have a meaningful impact on both your happiness and your financial picture.

In this episode of the Flourish Financially podcast, Kathy Longo explores how career complacency may affect your net worth and what it can look like to approach your career with greater intention.

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