Avoid Pitfalls when Planning for Retirement

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 09 August 2017

Avoid Pitfalls when Planning for Retirement

Planning for retirement can be a source of confusion or anxiety for many people. Retirement can be fraught with uncertainty given the fact that many people will face a long retirement period of 25 years plus. While many factors need to come together to make a cohesive and sustainable long-term plan, the biggest concern most people face is the fear of making financial mistakes or decisions based on emotion as they plan for this next stage of life.  Here are some ideas for decreasing anxiety and increasing clarity on the road to sound retirement planning.

How Will Your Marriage Be Affected by Retirement

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 05 April 2017

How Will Your Marriage Be Affected by Retirement

Retirement is definitely a major life transition and can create challenges to strong relationships. After years of happiness, sometimes one or both spouses can find themselves feeling alienated from the new situation or otherwise frustrated by the change.

We often consider the financial implications when approaching retirement, but can overlook how our marriage or relationship might be affected when the time comes to retire. It is difficult to anticipate what changes might take place with how we will spend our time. We typically struggle to anticipate what types of hobbies, activities or new endeavors might be taken up once the day comes to close the door on one big chapter of life.

It's Not a Sales Pitch: The Value of Working with an Advisor

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 28 March 2017

It's Not a Sales Pitch: The Value of Working with an Advisor

In a time when everyone is an expert or has instant access to expert advice through the internet, there are aspects of financial planning and investment management that are overlooked when determining whether to hire a professional or do it yourself. In addition to experience and credentials in financial planning and portfolio advisement, advisors are mentors to their clients who can often be the difference in setting and accomplishing long-term financial goals and falling short of those necessary benchmarks. Time is valuable to everybody, and there can be important benefits from leveraging the years an advisor has invested into providing financial and investment advice relative to the DIY hours to create or maintain a plan.

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