In the News

Listen to Kathy Longo on The Small Business Radio Show with Barry Moltz!

Monday, 03 December 2018

Listen to Kathy Longo on The Small Business Radio Show with Barry Moltz!

Kathy Longo recently sat down with Barry Moltz of the Small Business Radio Show to share her insights into the conversations you need to be having with your spouse about money, and how communicating effectively with your spouse can help turn your finances into a source of strength rather than tension for your relationship.

Kathy Longo Shares Her Tips for How to Effectively Have Conversations About Money with Investopedia

Wednesday, 14 November 2018

Kathy Longo Shares Her Tips for How to Effectively Have Conversations About Money with Investopedia

Communicating about money and finances can be very emotional because one must be vulnerable and open about their strengths, weaknesses, challenges, successes, and failures with money. One must also let go of judgment to truly have an open and honest discussion about financial decisions and their impact on life.

Head over to Investopedia to see Kathy's tips for having productive, constructive, and effective financial conversations.

Kathy Longo featured on WalletHub | 2018?s Best & Worst Places to Retire

Tuesday, 14 August 2018

Kathy Longo featured on WalletHub | 2018?s Best & Worst Places to Retire

Kathy Longo has been featured on WalletHub in 2018’s Best & Worst Places to Retire.

What financial factors should retirees take into consideration when deciding where to retire?

From experience working with clients who are transitioning into retirement or are retired now, there are a variety of non-financial factors that should be incorporated into the decision about where to live. Most of these factors relate to future events and transitions such as where kids are located or will be located (balancing the opportunity to see family against the possibility of becoming a daycare solution). We also look at a combination of housing costs that include real estate taxes, state income taxes, and sales taxes. Finally, it’s important to consider access to medical resources as demonstrated by my parents who will probably need to leave their dream lake home in the near future to get adequate medical care.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • PHONE: 952.392.4474
  • FAX: 952.953.3310