Steps to Help You Remain Comfortable and Independent in Retirement
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 23 January 2023
After diligently saving and managing your money through your working years, it can be tempting to take your foot off the gas and let your finances take a backseat once you retire. After all, you’ve finally reached retirement – what’s left to plan for? However, for women, who statistically have longer retirements, careful financial planning is crucial if you want to enjoy your retirement in its entirety. This is especially the case for women who are hoping to age in place.
The tips below are designed to help you make the most of your golden years when you want to remain in your home and live independently.
How to Start Taking Control of Your Financial Future
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 09 January 2023
The following content features excerpts from my book, Flourish Financially: Values, Transitions, and Big Conversations.
Several years ago, I was at an industry conference listening to Sallie Krawcheck when the challenges that women face in building their wealth became painfully obvious to me. During her keynote speech, which was specifically about women and their financial planning needs, Sallie asked the audience, comprised of financial professionals, “What’s a woman’s greatest asset?” Immediately, several members of the audience murmured, “A man.”
Learn a Strategy for Tackling Your Aspirations in Finance and Other Areas of Life
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 19 December 2022
Does the thought of setting goals fill you with anxiety or leave you feeling a sense of dread? Our goals should inspire and motivate us, but the unfortunate fact is that past failures can haunt us. Often, the root of the problem is that we’ve been setting the wrong kinds of goals, which is why I want to share the concept of “compass goals” today. It’s an approach you can use to make progress toward your financial goals, but it’s useful in every other area of life, too.
How a Financial Advisor Can Help You Overcome Common Barriers to Success
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 05 December 2022
It’s tempting to think that money is an equalizer or that “investing is investing” regardless of the investor’s demographics. However, there are key differences in financial planning for women. Both societal factors and common life events can impact a woman’s financial position and her resulting investment choices. Below, I’ll review five financial planning considerations for women to help better equip you to meet and overcome challenges that may lie ahead.
Overcoming Challenges in Building Your Financial Future
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 28 November 2022
The following content is an excerpt from my book, Flourish Financially: Values, Transitions, and Big Conversations. If you enjoy what you read below, you can purchase your own copy here.
I was at an industry conference a few years ago listening to Sallie Krawcheck when the challenges that women face in building their wealth became painfully obvious to me.
Sallie Krawcheck is one of the most successful women in the wealth management industry, having held prominent leadership positions with large Wall Street firms. She often speaks about giving women the resources and encouragement to manage their finances, along with many other important themes that address pay inequality and lack of diversity in corporate leadership. She is an incredibly successful, intelligent woman, and I felt grateful for having the opportunity to not only listen to her speak but to also sit at her lunch table.
