Elder Abuse

Here at Flourish, we are big proponents of women taking a more active role in their financial plans. Listen to the Life in HD podcast to hear Kathy's thoughts on how women can reevaluate their approach to their finances instead of leaving all the planning to a spouse or partner.

With one of the most impressive resumes of any President, Mr. Bush was also a firm believer in hand-written notes

George Herbert Walker Bush was born in Massachusetts and raised in an affluent Connecticut suburb not far from New York City.

As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan.

Even with a thriving economy, many Americans continually struggle to save money.  While it’s certainly tempting to spend that extra cash, socking it away for the future in an IRA or investing in stocks makes much more sense. Try out a few of these tips, and you may find yourself with extra money to put aside for college or retirement.

If you invest in the markets, the first two months of 2018 showcased the true rollercoaster nature of the Dow, Nasdaq, and S&P 500. After breaking record after record in 2017, the markets entered 2018 on a tear. However, February 2018 brought sharp drops as the markets officially entered correction territory.

12/20/2017 Podcast:

The Financial Planning Implications of the Tax Cuts and Jobs Act of 2017