It's Not a Sales Pitch: The Value of Working with an Advisor

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 28 March 2017

It's Not a Sales Pitch: The Value of Working with an Advisor

In a time when everyone is an expert or has instant access to expert advice through the internet, there are aspects of financial planning and investment management that are overlooked when determining whether to hire a professional or do it yourself. In addition to experience and credentials in financial planning and portfolio advisement, advisors are mentors to their clients who can often be the difference in setting and accomplishing long-term financial goals and falling short of those necessary benchmarks. Time is valuable to everybody, and there can be important benefits from leveraging the years an advisor has invested into providing financial and investment advice relative to the DIY hours to create or maintain a plan.

Five Steps to a Less Stressful Retirement Transition

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 07 March 2017

Five Steps to a Less Stressful Retirement Transition

Many of us look forward to retirement as a time for relaxation, exploring hobbies and using our time to focus on things other than work and career. Planning for retirement, however, can be stressful even in the best situations and downright daunting for people nearing retirement who may not have planned as much as they’d have liked. According to a 2016 PwC survey, a little less than half of Baby Boomers know how much income they will need in retirement and are concerned that they will run out of money.  That kind of uncertainty compounds the stress that many people often face when trying to save and prepare for retirement.

Visualizing your retirement is one way to give yourself peace of mind about how to achieve it. The following five steps can help you create a successful and fruitful financial plan.

401(k) Resolutions

By Jay Pluimer, AIF® CIMA®

Thursday, 12 January 2017

401(k) Resolutions

The turning of the calendar year is a great opportunity to create a list of resolutions that can improve your life.  I am going to leverage my Holiday practice making lists and checking them twice to help clients make sure they have a 401k or 403b Plan that is working effectively for both the employer and the employees.  So here is my list of New Years’ Resolutions for a retirement plan:

How do you Define Success and Happiness

What is financial success?
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 03 January 2017

How do you Define Success and Happiness

As we enter a new year we often reflect on the successes of the prior year (as well as not so successful moments) and we look to improve in the coming year. Resolutions about our habits (good and bad) are often made. No matter what type of changes, if any, you have chosen to make this year, they all come down to two things happiness and success. So what does that mean to you?

Communication is the Key to Successful Retirement Planning

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 21 December 2016

It is inevitable; we get older every day.  The time to begin the planning for the next generation is now. The complexities of the family and the amount of money moving to the next generation can help determine how much time and effort will be required to ensure success for future generations. The creation of wealth brings a new set of responsibilities.  If you would like the transfer of your wealth to benefit the next generation, then you need to consider involving your family early. Each person’s goals, values, and ambitions might not align, but this is a time to find common ground. For success, it will be important for each generation to understand each other’s perspectives.

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