In the News

Kathleen Longo published in BAM Alliance | Summer Gatherings and Estate Planning Considerations

Friday, 31 July 2015

Kathleen Longo offers advice on how to capitalize on moments of personal connection this summer and discuss your estate plan in her blog titled: Summer Gatherings and Estate Planning Considerations.
Shared by The BAM Alliance, July 31, 2015

Summer is a great time to connect with friends and family. It presents so many wonderful opportunities to share a meal, attend family gatherings or simply relax with friends that sometimes it seems like the season can just fly right by. One idea to capitalize on these important moments of personal connection is to have a conversation about estate planning.

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Kathleen Longo published in BAM Alliance | Crucial Conversations Before Your Child Heads to College

Friday, 26 June 2015

Kathleen Longo shares useful topics to discuss with college-bound children in her blog titled: Crucial Conversations Before Your Child Heads to College.
Shared by The BAM Alliance, June 26, 2015

With my oldest daughter now graduated from high school, the summer has been busy with various celebrations, planning for freshman orientation and preparing long lists of supplies necessary for life in a college dorm room.
It has also presented an opportunity to talk with her about the family finances and set expectations for life beyond high school. Here are some key topics I’ve discussed with my daughter, and which may be useful in your own conversations with college-bound children:

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Kathleen Longo featured in Daily Worth | Time for a Debt Detox

Friday, 02 January 2015

Kathleen Longo offers advice on ways to reduce your debt in Time for a Debt Detox Published in Daily Worth, January 2, 2015

Forget your weight-loss resolution. Trade your juice cleanse for a debt detox. Those financial burdens don’t just weigh us down mentally — they also put future goals (like owning a home and enjoying a swanky retirement) at risk. We asked financial experts for their best advice on paying down debt. Here’s how to cleanse yourself of financial toxins in 2015.

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Kathleen Longo published in BAM Alliance | How Will You Spend Your 'Longevity Bonus'?

Friday, 31 October 2014

Kathleen Longo shares her thoughts on a topic presented by Maddy Dychtwald in her blog titled: How Will You Spend Your 'Longevity Bonus'?

Shared by The BAM Alliance, October 31, 2014

I recently had the opportunity to hear a presentation by Age Wave co-founder Maddy Dychtwald, who is a leading expert on quickly evolving demographic trends. In her talk, Maddy described the “longevity bonus,” which she defines as the 30 years added to people’s lifespans in the 20th century. These extra years keep increasing, as confirmed by a new report on mortality in the United States from the Centers for Disease Control and Prevention’s National Center for Health Statistics.

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Kathleen Longo featured in Time | 5 Ways to Keep a Crisis From Crushing You

Tuesday, 29 July 2014

Kathleen Longo comments on emergency planning in 5 Ways to Keep a Crisis From Crushing You

Shared by Time Magazine | Money, July 29,2014

What would you do if you suffered an emergency that's bigger than your safety net? These strategies can cushion the blow. You’ve no doubt diligently socked away a chunk of cash for a rainy day. But chances are it isn’t enough to keep you from worrying about being swept under by a passing financial storm. In a MONEY survey of 1,000 Americans conducted earlier this year, 60% of respondents said they didn’t feel they had enough emergency savings.

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