Is Your ‘Financial Pyramid’ Upside Down?

Here’s How to Ensure You’re Focusing on the Right Things
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 10 February 2020

Is Your ‘Financial Pyramid’ Upside Down?

It has been estimated that 11 million bits of data travel across our brains every single second, yet we only process about 50 bits per second. You don’t have to be an expert in Information Theory to understand that this means two things: we simply can’t focus on everything and what we do focus on matters. An excellent example is what we choose to emphasize in our financial lives, yet many people have allowed their ‘financial pyramids’ to be turned upside down.

How To Retire When You're a CEO

Tips for Transitioning Out of a High-Powered Leadership Role and Into the Next Phase
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 29 January 2020

How To Retire When You're a CEO

Retirement can be a difficult transition for anyone, but it can pose an even greater challenge for those leaving high-powered leadership roles. Since their positions are so incredibly demanding, CEOs often don’t have the time or focus to plan their next move. Also, since the average age of retirement for a CEO is just 62, that leaves quite a few years to plan for. CEOs also frequently define themselves by their work, which can make retirement feel like a loss rather than a milestone to celebrate.

Ask Your Spouse These Nine Questions Before You Retire

Planning Together Ensures You’ll Understand One Another’s Expectations
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 15 January 2020

Ask Your Spouse These Nine Questions Before You Retire

Nearing retirement is an exciting time. It’s a culmination of your many years of hard work and smart financial decision-making, and many people find it to be an incredibly meaningful and rewarding phase of life. You likely have a host of retirement dreams – everything from where you’ll live to how you’ll spend your days and with whom – but do you know if your spouse has different expectations?

Optimism is Lucrative

A New Study Shows that it Pays – Literally – to Practice Positivity
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 26 December 2019

Optimism is Lucrative

For years, psychologists have lauded the power of optimism in truly improving our lives. Unfortunately, positive thinking has developed a bit of a bad reputation, with many equating it with ignoring reality or wearing rose-colored glasses. Positive thinking means acknowledging reality while still expecting good things – and more than that, knowing that behavior matters in the face of challenges. Now, a new study is quantifying how optimism can be an important factor in your financial well-being, too.

The A.R.T. of Retirement

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 16 December 2019

The A.R.T. of Retirement

Ah, retirement. That magical time you’ve been dreaming about for decades is nearly here, and you are likely daydreaming about how you’ll spend all your newfound leisure time. Maybe you’ll sleep in, relax in your favorite chair and read all the books you’ve been meaning to crack open, sit quietly on the front porch enjoying your favorite coffee…the world is your oyster!

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