Wednesday, 12 September 2018
Kathy will discuss ways to navigate financial conversations with your partner, parents, or kids. She'll also introduce key ways to plan for life's financial transitions, from career to retirement, and provide thought-provoking considerations to can take home as we plan for our personal legacy journey!
A Common Hope is also having its annual Sponsorpalooza! The first month of every sponsorship will be MATCHED this month thank to an anonymous "angel" sponsor. It's a great time to become a Sponsor and change a student's life!
SPONSOR A STUDENT
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 20 June 2018
The recent and sudden passing of Kate Spade due to suicide has raised awareness about mental illness and the challenges women face in middle age. Based on my experience working with women of all ages, I know that the stress of life can lead to mental illness and long-term health problems if not addressed proactively. Although I’m not a mental health professional, I felt compelled to write an article about those challenges with an emphasis on ways in which we can help one another to find a greater peace, a space where we are heard and understood, and a place where we are empowered to take control of our financial and personal lives.
Friday, 15 June 2018
Kathy Longo's article Legacy Planning: The Importance of Communication has been featured on Investopedia.
A New Emergence of Mid-Life Course Corrections and What We Can Do to Facilitate Support and Awareness
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 30 April 2018
We often discuss the challenges and opportunities people face during the transitional time period that accompanies retirement. Retirement is something that is marked by a specific event in our lives, so it seemingly has a beginning and we are equipped to work through this transition because, by definition, we know when it is going to take place. In contrast, there are other transitional periods in life that are not as clearly defined. I recently read an article from the Washington Post that discusses the transitional period that many people encounter during middle age (40 to 65) that is not given very much attention but, perhaps, should be identified and addressed both by members of our financial profession as well as by the people who are either approaching or currently living in this phase of their lives.
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 19 April 2018
Living life the way we envision as peaceful, abundant, secure and fulfilling is what many call the American Dream. Quality of life is a meaningful part of our needs to feel happy and safe in our lives. Unfortunately, from social isolation to diminished health to poor eating habits, people’s quality of life is at risk as they age. There are many factors that can contribute to a reduced quality of life and there are planning measures that can be taken to mitigate that loss.
