How to Overcome the Barriers Keeping You from Reaching Your Goals
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 27 September 2023
Fall is a time of reflection and introspection for many people. The warmer days are ending, the holiday season is nearing, and the end of the calendar year is in sight. You may be thinking back to the resolutions you made at the start of the year, assessing your progress, and making plans to move forward. If you’re pleased with your financial progress this year, congratulations! However, if you feel you’ve faltered on your financial goals since January, you’re not alone. Luckily, there are still several months left in 2023 and you can finish the year strong if you focus on overcoming common mental roadblocks to financial success.
Create a Lasting Impact That Goes Beyond Your Financial Assets
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 18 September 2023
Legacy planning is more than just financial planning - it's about creating a lasting impact that extends beyond monetary assets. For many women, their financial legacy serves as a testament to their values, beliefs, and the contributions they have made throughout life. Crafting a meaningful legacy plan allows you to ensure your values are preserved, your loved ones are taken care of, and your impact on the world endures for generations to come. In this article, I will share how you can go beyond wealth and create a legacy plan infused with purpose and passion.
Tips to Bring Peace of Mind to Your Financial Future
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 23 August 2023
We can feel almost bulletproof when we’re young, can’t we? However, as we age, a challenge that many retirees face is the need for long-term medical care. While it may be daunting to think about, long-term care planning is an indispensable facet of comprehensive financial planning, so it’s important that you're thinking about it earlier rather than later in life. Below, we will explore some financial strategies to help you get started with long-term care planning, giving yourself a more secure future and granting you and your loved ones greater peace of mind, too.
Considerations for Women Looking to Enhance Their Retirement Income
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 07 August 2023
A significant aspect of planning for retirement security is developing a smart retirement income strategy. For many people, Social Security plays a foundational role. In recent years, Social Security benefits have accounted for approximately 30% of retirees' total income. However, for 42% of women, Social Security represents 50% or more of their income in retirement. And with the various factors unique to women’s lives – such as longer life expectancy, lower lifetime earnings, and potential career interruptions – it’s imperative that women are strategic and deliberate in maximizing Social Security benefits. Below, we’ll review several steps you can take to make the most of this retirement income stream.
Save Today and Ease Your Future Financial Burden
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 24 July 2023
If you’re a parent, chances are you’re juggling a multitude of financial goals at the same time. You’re probably making decisions about whether to prioritize getting a new car versus taking the family on vacation or choosing between paying off your mortgage early versus building up your retirement savings. Sometimes, financial decision-making seems endless! Still, it’s important to keep your eye on the ball and if you want to help your kids pay for college someday, you’ll want to begin using savvy college savings strategies as soon as possible. Read on to learn about five strategies that can help you prepare for future college expenses.
