Friday, 31 July 2015
Kathleen Longo offers advice on how to capitalize on moments of personal connection this summer and discuss your estate plan in her blog titled: Summer Gatherings and Estate Planning Considerations.
Shared by The BAM Alliance, July 31, 2015
Summer is a great time to connect with friends and family. It presents so many wonderful opportunities to share a meal, attend family gatherings or simply relax with friends that sometimes it seems like the season can just fly right by. One idea to capitalize on these important moments of personal connection is to have a conversation about estate planning.
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Friday, 26 June 2015
Kathleen Longo shares useful topics to discuss with college-bound children in her blog titled: Crucial Conversations Before Your Child Heads to College.
Shared by The BAM Alliance, June 26, 2015
With my oldest daughter now graduated from high school, the summer has been busy with various celebrations, planning for freshman orientation and preparing long lists of supplies necessary for life in a college dorm room.
It has also presented an opportunity to talk with her about the family finances and set expectations for life beyond high school. Here are some key topics I’ve discussed with my daughter, and which may be useful in your own conversations with college-bound children:
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Friday, 02 January 2015
Kathleen Longo offers advice on ways to reduce your debt in Time for a Debt Detox Published in Daily Worth, January 2, 2015
Forget your weight-loss resolution. Trade your juice cleanse for a debt detox. Those financial burdens don’t just weigh us down mentally — they also put future goals (like owning a home and enjoying a swanky retirement) at risk. We asked financial experts for their best advice on paying down debt. Here’s how to cleanse yourself of financial toxins in 2015.
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Tuesday, 29 July 2014
Kathleen Longo comments on emergency planning in 5 Ways to Keep a Crisis From Crushing You
Shared by Time Magazine | Money, July 29,2014
What would you do if you suffered an emergency that's bigger than your safety net? These strategies can cushion the blow. You’ve no doubt diligently socked away a chunk of cash for a rainy day. But chances are it isn’t enough to keep you from worrying about being swept under by a passing financial storm. In a MONEY survey of 1,000 Americans conducted earlier this year, 60% of respondents said they didn’t feel they had enough emergency savings.
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Thursday, 10 July 2014
Kathleen Longo describes how retirement assets and a Donor Advised Fund can be the perfect solution for charitable giving as part of an overall legacy plan in Talking About Philanthropy
Shared by the Minneapolis Foundation, July, 10 2014
Many donor families are increasingly using a Donor Advised Fund to support their multi-generational giving. Donors Joe and Ellen Kim* wanted a giving vehicle that would allow them to share their charitable legacy with their three daughters and pass along their retirement assets without incurring tax liabilities. To fulfill both their giving and tax goals, the Kims named their donor-advised fund as a beneficiary of their IRA assets.
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