Looking Ahead: New Year, Bright Future

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 07 January 2019

Looking Ahead: New Year, Bright Future

It’s that time of year again, fresh starts, new beginnings and a long list of resolutions. We all have them, probably a little bit more exercise, eat better, tackle debt, save more. These are things we all could be better at and so this year, instead of putting them back on the shelf after a few half-hearted attempts, let’s go over some ways to actually reach your goals. It’s great to sip champagne and think of all the things you will do better this year, now imagine how much greater it will feel to actually accomplish those goals at the year’s end?

New Year’s Resolution: Improving Financial Communication in Your Home

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 01 January 2019

New Year’s Resolution: Improving Financial Communication in Your Home

 It’s that time again, the time to make resolutions: to lose ten pounds, to eat better, to read more, to get serious about your finances. While we can't chase you into the gym, we can go over some ways to tackle your finances. Too often we find ways to put aside our financial long-term health for short-term, day-to-day distractions. The good news is that you can improve your finances in the new year by communicating and setting goals. We describe some helpful themes to foster positive money conversations in the New Year. The first step to making this resolution a reality is to get your calendar out now and start blocking out time for your finances.

Three Key Ways to Close the Gender Pay Gap from Within Your Organization

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 12 December 2018

Three Key Ways to Close the Gender Pay Gap from Within Your Organization

Occupational Feminization is a real thing and while progress has been made there is still a lot more to be done. This article provides some key actions that can be taken by employers and management to close the gap and recognize the equal value that women deserve in the workplace.

Women still earn 80 cents on average to every dollar brought home by a male worker doing the same job. As of 2018, due to that gender pay gap, women lost an estimated $513 billion in wages.[i] Sadly, this is not a uniquely American problem and there is a wage disparity between men and women in nearly every country.[ii] Unfortunately, the wage disparity increases when broken down by race. Although there is countless data on wage discrepancy, complications discussing it often arise because there is a large segment of the population who either do not believe it exists or believe it only exists because women pursue lesser paying professions and don’t ask for raises.

Tips to Curb Impulse Spending When Shopping Online

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 26 November 2018

Tips to Curb Impulse Spending When Shopping Online

Did you know that there is a whole genre of articles, conferences, books, and workshops dedicated to helping marketers and advertisers reduce the time it takes for you, the consumer, to visit an online store and make a purchase? There are advertising tactics that encourage you to consider that purse you looked at online three weeks ago when you are simply googling how to make banana bread muffins.

Do you ever wonder why or how the ads that come through your Facebook feed, Google search sidebar, or even your favorite online news outlet’s banner sections are so perfectly targeted to you and what you like or what you’ve bought in the past? The endeavor of online retailers (especially the giants like Amazon) is to reduce the amount of time between your arrival at the site and your purchase. According to a recent study, developers at Amazon want your timeframe to complete a purchase to be 30 seconds or less!

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