Serving successful families and businesses since 1982.


The Tricky Truth of Inheritance in the 21st Century

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

Filling Out the FAFSA

Taking the Leap : The Risks and Rewards of Starting a Business, Making It Grow, and Fulfilling Your Entrepreneurial Vision.

By: Kathy Longo, CFP®, CAP®, CDFA

When I decided to start Flourish Wealth Management a little over four years ago, there was a great deal to consider and to plan for. But first I had to accept the fact that I could fail, things could turn out worse than I expected them to, the market could take a nosedive the day after we opened our doors, and my planning and effort could all be for naught. But, there was the other side, too. I might succeed, things might work out better than I had anticipated, the market might stay relatively steady, and my planning and effort might just pay off both financially and personally. For those with an entrepreneurial spirit, starting a business isn’t just about the potential for financial gain; in fact, financial opportunity often takes a back seat to the need for independence and the need and desire to create something meaningful and personally fulfilling.

From Commissions to Fee-Only: A Personal Journey

Senior Wealth Advisor, Bronwyn Shone, CFP®, discusses her personal journey from book publishing, the dot com world, and insurance sales to fee-only financial advisor.

Fifteen years ago this month, I attended my first financial planning class. It was a survey class designed to give a broad overview of the skills financial planners were required to master to be considered competent professionals, and the first in a series of courses required by the CFP® Board to sit for the CFP® exam. What led me to that first class?

What Does Your Home Insurance Policy Cover?



On the Process of Coaching and Hidden Opportunities

Business Coaching is becoming more available to the population than ever before.  In fact many seasoned or successful business owners and or executives transi

Commodities Corner: February 25, 2016

Stock markets rose 1% as investors cheered the best reading on U.S. Durable Goods Orders in over 18 months.  Bond markets surprisingly ticked lower in yield despite the improved economic readings as they followed international yields lower.

Celebrating Norwalk Community College Foundation's 50th Anniversary

A few weeks ago, I had a chance to celebrate the 50th Anniversary of the Norwalk Community College Foundation (NCCF)  with Dr. David L. Levinson, President of Norwalk Community College (NCC).  We got together at a presentation/fundraiser at the Stamford Innovation Center sponsored by my firm, Jackson, Grant Investment Advisers, Inc. of Stamford, CT.

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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