Flourish Wealth Advisors

Flourish Wealth Advisors No matter what your level of wealth or knowledge, working with us can help you pursue all your financial goals.

Did you know your retirement and tax planning should start in January, not April? From reviewing your investment stateme...
01/22/2025

Did you know your retirement and tax planning should start in January, not April? From reviewing your investment statements to maximizing HSA contributions, this comprehensive financial calendar breaks down essential money tasks for each month of 2025: https://bit.ly/4g4DGiB

A plan to get financially fit, one job at a time.

Big changes are coming to retirement savings in 2025! The SECURE 2.0 Act will introduce higher catch-up contributions, a...
08/14/2024

Big changes are coming to retirement savings in 2025! The SECURE 2.0 Act will introduce higher catch-up contributions, automatic enrollment in new plans, and easier account portability. Learn how to take advantage of them: https://bit.ly/4cplPRK

New provisions of the SECURE 2.0 Act in 2025 will help retirement savers grow their accounts.

If you’re worried about inflation eating into your retirement fund, remember you can still protect your spending power b...
07/22/2024

If you’re worried about inflation eating into your retirement fund, remember you can still protect your spending power by incorporating it into your financial plan. Discover how to adjust your savings and expense estimates to stay ahead: https://bit.ly/3XW8Mnu

The key to beating inflation in retirement is to account for it and incorporate it into your plan.

Your 30s can be a financial turning point. While bigger paychecks are nice, don’t let your lifestyle choices drain your ...
06/17/2024

Your 30s can be a financial turning point. While bigger paychecks are nice, don’t let your lifestyle choices drain your savings. Explore smart money moves that will help you make the most of your peak earning years: https://bit.ly/4cpf0Ac

Don't mistake lifestyle inflation for wealth building. Your peak-earning years are the best time to double down on investing.

If you want to make your paycheck stretch as far as possible, you might want to consider relocating. Find out in which U...
02/29/2024

If you want to make your paycheck stretch as far as possible, you might want to consider relocating. Find out in which U.S. cities $100,000 goes the furthest and in which ones a six-figure salary is worth the least: https://bit.ly/4c6Vp8C

A $100,000 salary is effectively halved in four cities in California and elsewhere.

It may seem like no one is safe from fraudsters these days, but seniors are often a targeted demographic. Check out this...
02/06/2024

It may seem like no one is safe from fraudsters these days, but seniors are often a targeted demographic. Check out this list of common scams and find out how to spot the warning signs and protect your money and personal information from scammers: https://bit.ly/3HQc42o

Learn the warning signs to identify and steer clear of senior scams.

Looking to save money on your tax bill? Be sure you’re up to date on IRS tax credits and deductions so you don’t miss ou...
01/30/2024

Looking to save money on your tax bill? Be sure you’re up to date on IRS tax credits and deductions so you don’t miss out on valuable savings. Check out this summary to learn more: https://bit.ly/3a8xsgy

Taking time to learn about key tax credits and deductions can help you save hundreds of dollars or more each year.

Building a successful team at work isn’t rocket science… or is it? This advice from a former NASA astronaut shows how us...
12/13/2023

Building a successful team at work isn’t rocket science… or is it? This advice from a former NASA astronaut shows how using the team mindset from a space mission can create a supportive team culture at the office: https://bit.ly/4a7JDtl

According to NASA astronaut Mike Massimino, teams are stronger when we all acknowledge the ways in which we need each other.

Do you have a retirement game plan? Your image of retirement might look like pure relaxation, but without a specific goa...
09/21/2023

Do you have a retirement game plan? Your image of retirement might look like pure relaxation, but without a specific goal, you could end up feeling isolated, depressed, and lacking purpose. Learn why it’s key to retire to something, not just from something: https://bit.ly/3Zm3srX

Knowing how you want to spend your time in retirement and having a sense of purpose can prevent you from feeling unmoored and isolated.

Did you use all your flexible spending account (FSA) funds before the end of your plan year? If not, you may still have ...
02/27/2023

Did you use all your flexible spending account (FSA) funds before the end of your plan year? If not, you may still have a grace period to “use it or lose it.” Check your deadlines, and then check out these FSA-eligible purchases: http://bit.ly/3ECbVht

If you're looking for ways to use your FSA money here are some useful (and eligible) ideas.

Tax tip for parents! You can’t receive a portion of the Child Tax Credit in advance this year like you could last year, ...
02/07/2023

Tax tip for parents! You can’t receive a portion of the Child Tax Credit in advance this year like you could last year, but you can still qualify for it. Check out the requirements and how much the credit is: http://bit.ly/40EonHh

The maximum tax credit per qualifying child is $2,000 for children five and under – or $3,000 for children six through 17 years old.

As inflation eases, you might be enjoying lower prices on some goods and services—but probably not on your car insurance...
02/07/2023

As inflation eases, you might be enjoying lower prices on some goods and services—but probably not on your car insurance. Find out the reasons for this, and ways to potentially reduce your premium: http://bit.ly/3Huj9VC

If you think news that inflation is easing means you're not going to get hit with any more higher prices, think again.

Address

2531 Route 52
Hopewell Junction, NY
12533

Telephone

+18452535250

Website

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