Newsletter

Considerations for Your Retirement Timeline

Use These Tips to Consider When it May Be Appropriate for You to Retire

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 14 December 2020

Considerations for Your Retirement Timeline

The following article is based on the content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here.

Retirement is an exciting topic, but it can also be fraught with uncertainty, given the fact that many people will face a long retirement period of thirty years or more. When is the right moment to retire? What is the best retirement timeline for you? Unfortunately, there are no simple answers to these questions.

While many factors need to come together to make a cohesive and sustainable long-term plan, the biggest concern most people face is the fear of making financial decisions based on emotion. Here are some tips for decreasing retirement anxiety and increasing clarity on the road to sound retirement planning, including answering that very important question of “when.”

Flourish to Sponsor the 37th Annual Women Winning Luncheon on June 17th

Women Winning is hosting its 37th Annual Luncheon, featuring Congresswoman Maxine Waters. The event will be held on Monday, June 17, 2019 at the Renaissance Minneapolis Hotel, The Depot.
Wednesday, 05 June 2019

Flourish to Sponsor the 37th Annual Women Winning Luncheon on June 17th

The Women Winning Annual Luncheon is a gathering of more than 1,100 women, men, and allies to support Women Winning’s mission to recruit, train, and elect pro-choice women to all levels of public office. The Annual Luncheon allows Women Winning to keep our robust, one-of-a-kind candidate training and development programming completely free of charge for all pro-choice women — breaking down barriers that have traditionally prevented women from engaging in the political process.

More information about the event and sponsorship opportunities is available HERE. We hope that you will join us!

Michele Lenz Attends the UW Madison - Financial Coaching Workshop

Helping Clients Reach Their Goals Through Financial Coaching Workshop
Thursday, 09 May 2019

Michele Lenz Attends the UW Madison - Financial Coaching Workshop

This event was sponsored by the Personal Finance Program and the Center for Financial Security through the UW Madison School of Human Ecology. This workshop was designed to increase financial professionals’ understanding of coaching theories & skills, recognize the role of values & motivations, and identify applications in professional practice. There was also a structured networking lunch for current Personal Finance students and the workshop attendees to share their financial planning experiences during and after graduation.

Kathy Longo Speaks About The Challenges of Transitions to the Twin Cities Chapter of the Society of Financial Services Professionals

The Challenges of Transitions: Understanding the personal side of money.
Wednesday, 08 May 2019

Kathy Longo Speaks About The Challenges of Transitions to the Twin Cities Chapter of the Society of Financial Services Professionals

There are two sides of money; the technical and the personal. Both sides are equally important and complex, but it is the personal side that drives decision-making. Change is an integral part of the human experience. And change creates the space for new and different things to happen, both financially and personally. Even if we realize there are four stages to transition, that’s not sufficient guidance to help someone move through a major life change.

Coping and Managing Stress During Periods of Transition

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 06 November 2017

Coping and Managing Stress During Periods of Transition

It was Socrates who said, “The secret of change is to focus all of your energy, not on fighting the old, but on building the new”. As we advise our clients who are making their way through various life transitions, it is important to begin by acknowledging the mental and emotional toll of the transition period. We encourage clients to take time to honor their feelings without the added burden of also trying to decide what comes next. Time and emotional support help to provide perspective, creating the presence of mind to help choices become clearer and less narrow.

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