In the News

Tips to Curb Impulse Spending When Shopping Online

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 26 November 2018

Tips to Curb Impulse Spending When Shopping Online

Did you know that there is a whole genre of articles, conferences, books, and workshops dedicated to helping marketers and advertisers reduce the time it takes for you, the consumer, to visit an online store and make a purchase? There are advertising tactics that encourage you to consider that purse you looked at online three weeks ago when you are simply googling how to make banana bread muffins.

Do you ever wonder why or how the ads that come through your Facebook feed, Google search sidebar, or even your favorite online news outlet’s banner sections are so perfectly targeted to you and what you like or what you’ve bought in the past? The endeavor of online retailers (especially the giants like Amazon) is to reduce the amount of time between your arrival at the site and your purchase. According to a recent study, developers at Amazon want your timeframe to complete a purchase to be 30 seconds or less!

Five Ways to Nurture Gratitude This Holiday Season

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 08 November 2018

Five Ways to Nurture Gratitude This Holiday Season

A quick guide for spending with intent, being present and having meaningful conversations with those you love.

It feels like the period of thankfulness and thoughtfulness brought on by a Thanksgiving feast is getting shorter every year. Black Friday looms large, ready to bombard us with shopping and deals. Consumption once again saddles in and takes precedence. In 2017, on Thanksgiving Day, online revenue grew by 28%. [i] If you are feeling a bit overwhelmed at the thought of another year of maxing out credit cards and rushing into the bargain-hunting fray to fight it out for the perfect gift item that no one really needs, then read on. For those who want a little more thankfulness and thoughtfulness this holiday season, I will discuss five ways to promote and nurture gratitude through the holidays and beyond.

How to Live With Your Partner in Unmarried Bliss

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 26 October 2018

How to Live With Your Partner in Unmarried Bliss

People are getting married less and living together more. This is true for all demographics, including retirement-age couples.

The choice to remarry among those over 50 has been replaced by the choice to instead, live together unmarried has increased by 75% between 2007 and 2016.[i] Baby Boomers continue to divorce at double the rate they did in 1990 (what’s called Gray Divorce for couples over 50).[ii] There is an increased social acceptance regarding living together without marrying for older couples. But the other reason is women not wanting to marry later in life.

Philanthropy and Giving in Your Family Legacy

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 26 September 2018

Philanthropy and Giving in Your Family Legacy

Once thought to be the exclusive arena of the ultra-wealthy, charitable giving has become a national phenomenon across all tax brackets and households. In fact, charitable giving surged to a record high of over $400 billion in 2017 alone, and Individual giving accounts for the majority of those donations. 

Philanthropy and giving are not only good for the charities and organizations receiving the donations, but for the givers themselves. Research has shown that charitable giving can help you feel better, improve life satisfaction and even activate the reward centers of your brain. [ii]

What do Investing and Physical Training Have in Common?

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 17 September 2018

What do Investing and Physical Training Have in Common?

Susan decided to do something for herself after years of working in an office, raising a family, and focusing on other people. She wanted to get into better shape and knew the health benefits, specifically for women, of incorporating strength and resistance training into her exercise routine. Weight training makes bones denser and helps the body build muscle; since 80% of people suffering from osteoporosis are women, anything to help improve bone health with age is a good option.[i] After trying a few exercise classes and rotating through the gym equipment, she decided to raise the stakes and train for a triathlon. Triathlons involve running, biking and swimming, and are a challenging test of endurance for even the most seasoned athletes. Susan had a goal and she stuck to it, training in preparation for months. She gained muscle, lost inches and felt empowered. She completed the triathlon and started looking for her next challenge.  

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