Beyond Dollars and Cents: Building a Financial Plan Aligned with Your Values
Flourish Wealth Management
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5M ago
How You Can Bring Deeper Meaning to Your Money Typically, when you think of your financial situation, your initial thoughts may not immediately gravitate toward your values. Instead, your attention may be drawn to addressing existing debt or striving toward your long-term financial objectives. Similarly, discussions about finances tend to revolve around external factors like interest rates, while internal factors like your core values stay in the background. Occasionally, it might even seem as though your life's guiding principles and the pursuit of financial success are in conflict. However ..read more
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Empty Nesters: How to Make Life After Kids Rich and Rewarding
Flourish Wealth Management
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5M ago
Tips to Thrive During This New Season of Life If you’re a parent, you’ve likely heard the adage that “the days are long, but the years are short”. As the parent of an adult child and two teenagers who are growing up quickly, I can attest that this has felt true in my own life. Much of our parental world centers around our children when they’re young, and that’s why so many parents struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. In truth, it can be an incredibly emotional time for parents. While you might fee ..read more
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Legacy Planning Tips: Combining Purpose and Passion
Flourish Wealth Management
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5M ago
Create a Lasting Impact That Goes Beyond Your Financial Assets Legacy planning is more than just financial planning - it's about creating a lasting impact that extends beyond monetary assets. For many women, their financial legacy serves as a testament to their values, beliefs, and the contributions they have made throughout life. Crafting a meaningful legacy plan allows you to ensure your values are preserved, your loved ones are taken care of, and your impact on the world endures for generations to come. In this article, I will share how you can go beyond wealth and create a legacy plan in ..read more
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Beyond Wealth: How Women Can Craft a Legacy Plan with Purpose and Passion
Flourish Wealth Management
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6M ago
Create a Lasting Impact That Goes Beyond Your Financial Assets Legacy planning is more than just financial planning - it's about creating a lasting impact that extends beyond monetary assets. For many women, their financial legacy serves as a testament to their values, beliefs, and the contributions they have made throughout life. Crafting a meaningful legacy plan allows you to ensure your values are preserved, your loved ones are taken care of, and your impact on the world endures for generations to come. In this article, I will share how you can go beyond wealth and create a legacy plan in ..read more
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Planning for Long-Term Care: Financial Strategies for a Secure Future
Flourish Wealth Management
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7M ago
Tips to Bring Peace of Mind to Your Financial Future We can feel almost bulletproof when we’re young, can’t we? However, as we age, a challenge that many retirees face is the need for long-term medical care. While it may be daunting to think about, long-term care planning is an indispensable facet of comprehensive financial planning, so it’s important that you're thinking about it earlier rather than later in life. Below, we will explore some financial strategies to help you get started with long-term care planning, giving yourself a more secure future and granting you and your loved ones gr ..read more
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Do You Know Your Options for Maximizing Social Security Benefits?
Flourish Wealth Management
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8M ago
Considerations for Women Looking to Enhance Their Retirement Income A significant aspect of planning for retirement security is developing a smart retirement income strategy. For many people, Social Security plays a foundational role. In recent years, Social Security benefits have accounted for approximately 30% of retirees' total income. However, for 42% of women, Social Security represents 50% or more of their income in retirement. And with the various factors unique to women’s lives – such as longer life expectancy, lower lifetime earnings, and potential career interruptions – it’s impera ..read more
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Five College Savings Strategies for Parents
Flourish Wealth Management
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8M ago
Save Today and Ease Your Future Financial Burden If you’re a parent, chances are you’re juggling a multitude of financial goals at the same time. You’re probably making decisions about whether to prioritize getting a new car versus taking the family on vacation or choosing between paying off your mortgage early versus building up your retirement savings. Sometimes, financial decision-making seems endless! Still, it’s important to keep your eye on the ball and if you want to help your kids pay for college someday, you’ll want to begin using savvy college savings strategies as soon as possible ..read more
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Tips for Managing Financial Stress and Anxiety
Flourish Wealth Management
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9M ago
Seven Helpful Strategies for Navigating Challenging Times Financial stress and anxiety are things we all experience at times. Whether they are connected to major life events, such as divorce or the arrival of a new baby, or the result of an unexpected expense, these feelings can be difficult to manage. They can significantly impact our overall well-being, affecting our mental, emotional, and even physical health. As a financial advisor, I understand the importance of addressing these challenges by providing practical solutions to help you manage your financial stress. In this article, we wil ..read more
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Are You Raising Financially Empowered Children?
Flourish Wealth Management
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10M ago
Tips to Set Your Children Up for Lasting Financial Success The influence of our parents in shaping our thoughts, emotions, and beliefs about money begins at a young age, even before we reach ten years old. Parental impact is so significant that our financial behaviors in adulthood, whether positive or negative, are largely derived from the examples they set. As parents, recognizing and understanding the power we hold in shaping our children's relationship with money presents us with an opportunity to raise financially empowered children, which is a crucial element for their long-term success ..read more
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Post-COVID Stock Market Approaching?
Flourish Wealth Management
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10M ago
We share a number of different charts and graphics during client meetings, so we are adding a monthly Investment Update Blog to capture the lessons and context provided by these slides for clients that we have not met with recently. For example, there are a few Market Update Slides that indicate we could finally be approaching a stock market environment that is no longer reacting to the uncertainty directly tied to COVID ..read more
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