How To Retire When You're a CEO

Tips for Transitioning Out of a High-Powered Leadership Role and Into the Next Phase
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 29 January 2020

How To Retire When You're a CEO

Retirement can be a difficult transition for anyone, but it can pose an even greater challenge for those leaving high-powered leadership roles. Since their positions are so incredibly demanding, CEOs often don’t have the time or focus to plan their next move. Also, since the average age of retirement for a CEO is just 62, that leaves quite a few years to plan for. CEOs also frequently define themselves by their work, which can make retirement feel like a loss rather than a milestone to celebrate.

Ask Your Spouse These Nine Questions Before You Retire

Planning Together Ensures You’ll Understand One Another’s Expectations
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 15 January 2020

Ask Your Spouse These Nine Questions Before You Retire

Nearing retirement is an exciting time. It’s a culmination of your many years of hard work and smart financial decision-making, and many people find it to be an incredibly meaningful and rewarding phase of life. You likely have a host of retirement dreams – everything from where you’ll live to how you’ll spend your days and with whom – but do you know if your spouse has different expectations?

Optimism is Lucrative

A New Study Shows that it Pays – Literally – to Practice Positivity
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 26 December 2019

Optimism is Lucrative

For years, psychologists have lauded the power of optimism in truly improving our lives. Unfortunately, positive thinking has developed a bit of a bad reputation, with many equating it with ignoring reality or wearing rose-colored glasses. Positive thinking means acknowledging reality while still expecting good things – and more than that, knowing that behavior matters in the face of challenges. Now, a new study is quantifying how optimism can be an important factor in your financial well-being, too.

The A.R.T. of Retirement

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 16 December 2019

The A.R.T. of Retirement

Ah, retirement. That magical time you’ve been dreaming about for decades is nearly here, and you are likely daydreaming about how you’ll spend all your newfound leisure time. Maybe you’ll sleep in, relax in your favorite chair and read all the books you’ve been meaning to crack open, sit quietly on the front porch enjoying your favorite coffee…the world is your oyster!

Surrendering the Lead

Independence, delegation and knowing when and how to find a balance.

By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 17 July 2018

Surrendering the Lead

This past April, my family and I went to Spain to visit my oldest daughter, Maddy. She was spending a semester in Barcelona and that was a great incentive to take a European vacation. As a planner, it should come as no shock that I often plan my vacations fairly meticulously. I like to know where I’m going and, typically, lead the way. There was something very different about this vacation though, and it taught me a great deal about the freedom of letting go and the opportunities it can open up. When we arrived, we started the trip spending a few days in Madrid, then took a bullet train to Seville for a few nights during Holy Week before flying up to Barcelona.

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