Wednesday, 14 November 2018
Communicating about money and finances can be very emotional because one must be vulnerable and open about their strengths, weaknesses, challenges, successes, and failures with money. One must also let go of judgment to truly have an open and honest discussion about financial decisions and their impact on life.
Head over to Investopedia to see Kathy's tips for having productive, constructive, and effective financial conversations.
Thursday, 08 November 2018
Kathy Longo recently spoke to American Express' Open Forum about her tips for helping your business flourish.
"There's no time like the present to take a close look at your business's finances and make any necessary changes. Solid financial planning can help provide direction and healthy business growth..."
Tuesday, 14 August 2018
Kathy Longo has been featured on WalletHub in 2018’s Best & Worst Places to Retire.
What financial factors should retirees take into consideration when deciding where to retire?
From experience working with clients who are transitioning into retirement or are retired now, there are a variety of non-financial factors that should be incorporated into the decision about where to live. Most of these factors relate to future events and transitions such as where kids are located or will be located (balancing the opportunity to see family against the possibility of becoming a daycare solution). We also look at a combination of housing costs that include real estate taxes, state income taxes, and sales taxes. Finally, it’s important to consider access to medical resources as demonstrated by my parents who will probably need to leave their dream lake home in the near future to get adequate medical care.
Monday, 13 August 2018
Kathy Longo's article How to Organize Your Finances for Retirement has been featured on Investopedia and Yahoo Finance.
Independence, delegation and knowing when and how to find a balance.
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 17 July 2018
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.