In the News

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.  

Communication: How to Save Your Family in the Legacy Plan

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 26 March 2018

Communication: How to Save Your Family in the Legacy Plan

When it comes to financial planning, we spend a lot of time talking with our clients about what they want their financial legacy to be. Beyond the money and assets, they will leave to their family and charities they care about, we often discuss how that legacy will be used and what financial philosophies they will leave behind.

For example, clients may have misgivings about leaving substantial assets to their children for fear it will spoil them, encourage a poor work ethic, or give them a sense of entitlement. When it comes to giving to charities, our clients often want to make sure their funds are being used for the causes and purposes that are meaningful to them and that they are making the right types of gifts that will make a lasting impact.

These concerns and questions are significant, and careful planning, as well as good communication, go a long way in making your legacy impactful and purposeful.

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