Four Mental Barriers That Stall Your Financial Success

How to Overcome the Roadblocks Keeping You from Reaching Your Goals
By Kathy Longo, CFP®, CAP®, CDFA
Friday, 06 March 2020

Four Mental Barriers That Stall Your Financial Success

We’re well into the New Year, and it’s time to check in on your financial resolutions. If you feel your resolve beginning to falter, you’re not alone. In fact, research suggests that about 80 percent of New Year’s resolutions are dead in the water by February. Why does this happen? Let’s delve into four reasons your money goals may be stalled.

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.

Mid-Life Divorce | Challenges and Opportunities Through a Difficult Transition

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 06 June 2017

Mid-Life Divorce | Challenges and Opportunities Through a Difficult Transition

In recent years the number of people getting divorced in their fifties and later has been climbing—rather steeply. According to a recent study, one in four divorces are initiated by couples over the age 50.[i]

If a divorce occurs close to retirement it can be incredibly challenging to recover from a loss of assets and, according to Susan Brown, author of Gray Divorce: A Growing Risk Regardless of Class or Education, a study on the rising rates of divorce among older generations, older divorcees have only one fifth of the wealth than those who stay together have. Finding ways to end a mid-life marriage that will not substantially reduce your net worth is critical to having financial stability after your divorce is finalized. 

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