Recent Press

Kathleen Longo Awarded the Five Star Wealth Manager Award for 2017!

Monday, 23 January 2017

5starThe Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Twin Cities Business magazine and Mpls. St. Paul Magazine to recognize these professionals and highlight their achievements.

Kathy Longo featured in Investment News Article "RIA's Embrace the Collegial World of Study Groups" by: Jeff Benjamin

Monday, 09 January 2017

Kathy Longo featured in Investment News Article

"...Kathleen Longo, president of Flourish Wealth Management in Edina, Minn., belongs to an all-women study group known as the Goddesses of Financial Planning.

Ms. Longo, who advises on $95 million in client assets, joined the group of about a dozen other female RIAs 16 years ago when she was still working for a larger firm.

The group, which meets for two hours on the last Friday morning of each month, was instrumental three years ago in helping Ms. Longo realize she could launch her own advisory firm.

“When I joined, I was still at a larger RIA and I thought I'd be there forever. But seeing these other women, and having the inspiration and support of this group made me realize I could go out on my own,” Ms. Longo said.

Whether the group is made up of RIAs from the same city or spread across the country, the idea of competing against each other is one of the first things taken off the table...."

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Kathy Longo | Talking About Philanthropy with the Minneapolis Foundation

Thursday, 10 July 2014

Kathleen Longo describes how retirement assets and a Donor Advised Fund can be the perfect solution for charitable giving as part of an overall legacy plan in Talking About Philanthropy

Shared by the Minneapolis Foundation, July, 10 2014

Many donor families are increasingly using a Donor Advised Fund to support their multi-generational giving. Donors Joe and Ellen Kim* wanted a giving vehicle that would allow them to share their charitable legacy with their three daughters and pass along their retirement assets without incurring tax liabilities. To fulfill both their giving and tax goals, the Kims named their donor-advised fund as a beneficiary of their IRA assets.

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