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!

The Value of Experiences Over Things

Americans’ Buying Habits are Evolving to Reflect Changing Consumer Values
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 03 December 2019

The Value of Experiences Over Things

At the end of World War II, the United States witnessed a significant increase in the consumption of goods and services. Gone were the days of destruction and bloodshed, and Americans were focused instead on things like buying a home in suburbia and driving a new car – and they had the disposable income to do it.

Reduce Your Financial Stress this Holiday Season

Use These Tips to Mitigate Financial Stressors and Focus on the Joy of the Season Instead
By Kathy Longo, CFP®, CAP®, CDFA
Friday, 15 November 2019

Reduce Your Financial Stress this Holiday Season

The holiday season is meant to be a time of joyful celebration, but it also brings a slew of financial expectations that can feel burdensome to many. In fact, American Psychological Association (APA) research has shown that there are four main holiday stressors: difficult interactions with family, managing a multitude of expectations, gift-giving and – you guessed it – finances. If you find yourself facing one or more of these concerns, the Holiday Stress Resource Center may offer useful tips for managing all four. Here, though, we’ll dig into what you can do to lessen stress and anxiety about money this holiday season.

Succession Planning for Your Family-Owned Business

Considerations for Preparing Your Heirs to Take Over Your Business
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 30 October 2019

Succession Planning for Your Family-Owned Business

A common trait among successful business owners is to place importance on instilling their business values in their children. This is especially key when you plan for your children to play an increased role in the business as you age or after you die. In these cases, it’s important to guide your children in business starting at an early age and ensure they understand their future role. Your children are likely to have an easier transition when you eventually step down or scale back your responsibilities if they have grown up in the business.

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

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