Flourish Wealth Management

06/25/2026

Money touches nearly every aspect of our lives, yet financial literacy remains a topic many people feel underprepared for. In a world of increasingly complex financial instruments and an interconnected global economy, having a foundational understanding of how to save, invest, and manage debt is more important than ever.

🎧 To listen, click the Flourish Financially Podcast link in our bio.

06/24/2026

Your financial journey is unique. Our free financial assessment takes just 5 minutes and provides personalized results delivered to your inbox immediately. Learn more about where you stand and which steps you may want to take next.

🌱 Take the free assessment today at https://flourishwealthmanagement.com/flourish-financially/ /?UTM=assessment-social

06/24/2026

Grow Your Career. Flourish With Us! 🌿
Are you a financial planning professional looking to build a long-term career in comprehensive wealth management? Flourish Wealth Management, a proud woman-owned firm based in Edina, MN, is seeking an Associate Financial Planner to join their team.

This growth-oriented role is designed for someone who wants to develop expertise across retirement, tax, estate, and investment planning while working alongside experienced Wealth Managers in a collaborative, client-centered environment.
If you hold your CFP® (or are working toward it) and are ready to take the next step in your career, we'd love to connect! Explore the role and apply here: https://flourishwealthmanagement.com/careers/associate-financial-planner

About Flourish Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer ...

06/23/2026

🤔 How do you prefer to give to charity? Vote in the comments, then download our guide to learn about giving strategies.

📥 Download here https://flourishwealthmanagement.com/charitable-giving/?UTM=whitepaper-social

06/23/2026

Midyear is often a useful time to review your financial picture, before year-end decisions feel rushed. From contribution limits and MAGI thresholds to charitable giving considerations, there may be more to evaluate than you expect.

Swipe through for key reminders and download our guide for a full checklist, tools, and planning strategies to help you stay organized. 📥 https://lp.flourishwealthmanagement.com/midyear-tax-planning/?UTM=social

06/22/2026

Every season brings new financial priorities, from planning for retirement to navigating inheritance or career changes. Our newsletter provides practical planning tips designed to help you grow through life’s transitions.

📩 Subscribe at https://flourishwealthmanagement.com/subscribe/?UTM=newsletter-social
to receive updates directly in your inbox.

06/21/2026

Whether teaching life lessons or guiding financial habits, fathers play an important role in planning for the future. 🌟

06/20/2026

True or False: Roth 401(k)s are subject to Required Minimum Distributions (RMDs).
Answer: False. Roth 401(k)s are no longer subject to RMDs, similar to Roth IRAs. This change may affect how you approach withdrawal timing and conversion planning.

Learn more in our Midyear Tax Planning Guide. 📥 https://lp.flourishwealthmanagement.com/midyear-tax-planning/?UTM=social

06/19/2026

Budget for occasional costs like vet visits or car repairs by creating a miscellaneous expense category.

06/18/2026

📚 Did you know? Planned giving, such as naming a charity in your will, can reduce estate taxes while supporting causes you care about. Learn more about planned giving in our guide.

📥 Download your guide here https://flourishwealthmanagement.com/charitable-giving/?UTM=whitepaper-social