The Challenges Faced by Women in Transition

After many years in the financial industry, I have met countless women (and men) who have come to me in crisis. Whether it is divorce, loss of a spouse or loss of a career, these transitions can rattle you to your core.
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 17 July 2019

The Challenges Faced by Women in Transition

In a marriage, you have spent most of your adult life dedicating your time to your family – your spouse. When that is pulled out from under you it can be hard to navigate your own emotions, let alone the practical administration of what you should be doing for your financial security.

There comes a time in our lives when things have maintained a status quo of sorts for so long that it can be hard to picture a life without what you once had. You have a new life that doesn’t look at all like what you thought it would and sometimes it can be hard to recognize – your life and yourself in it.

According to AARP, almost two-thirds of women in middle and older age have experienced some type of major financial transition.[1] While the transitions can vary from marriage to divorce to retirement or even losing a job later in life, the outcome can often be the same—you end up in a place where you may not know what to do about your finances or how to take the first steps.

Women's Experience in a Decidedly Male-Tailored Financial Landscape

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 20 June 2018

Women's Experience in a Decidedly Male-Tailored Financial Landscape

The recent and sudden passing of Kate Spade due to suicide has raised awareness about mental illness and the challenges women face in middle age. Based on my experience working with women of all ages, I know that the stress of life can lead to mental illness and long-term health problems if not addressed proactively. Although I’m not a mental health professional, I felt compelled to write an article about those challenges with an emphasis on ways in which we can help one another to find a greater peace, a space where we are heard and understood, and a place where we are empowered to take control of our financial and personal lives.  

Kathy Longo featured in Authority Magazine published by Advantage Media

Tuesday, 12 June 2018

Kathy Longo featured in Authority Magazine published by Advantage Media

How a Female Financial Pioneer is Reshaping Women’s Experiences in Wealth

By: Roya Rodieck

When 18-year-old Kathleen Longo got to Purdue in 1988, her academic ambition was guided by a fierce love of numbers. She majored in economics at the outset of her collegiate career. The field offered the interplay of numbers and ‘real world impact’ that she sought, making it the best fit for her aptitudes and interests—or so she thought.

In a serendipitous moment, a classmate at Purdue suggested she take a financial planning course, meant to introduce students to the financial planning and counseling major at large. She found herself besotted with the curriculum, and a realization swiftly materialized.

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