Newsletter

Teach Your Children Wealth

Stress Is a Major Factor That Affects Our Health and Happiness
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 19 January 2017

Teach Your Children Wealth

According to a recent Stress in America survey conducted by Harris Poll for the American Psychological Association, money has been the number one source of stress in our lives since the survey began in 2007, beating out work, family responsibilities, and health concerns.

Could developing healthy money habits and good financial skills help your children have happier, less stressed adult lives?  Nathan Dungan, founder and president of Share Save Spend, developed a financial education program conducted with parent/child pairs designed to help families balance spending with sharing and saving. The study showed that teaching youth about money can decrease their materialism and increase their self-esteem. According to the study, these improvements remained present eight months after the intervention occurred.

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.

Summer Gatherings & Estate Planning Considerations

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 06 July 2015

Summer Gatherings & Estate Planning Considerations

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.

Although estate planning might not sound like your top priority for these get-togethers, they can be the perfect opportunity to ask others to play key roles in your estate plan, as well as to share some of your current estate-planning goals. As you make your summer plans, here are some important estate-planning elements to consider.

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