It's Important to Consider Financial Matters Before Making this Big Decision
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 24 August 2020
If you’ve got a teen thinking about college, chances are they’re more focused on details like dorm room size and meal plan options than the cost of tuition and fees. Of course, you want your kids to choose a college experience that they’re excited about, but it’s important to remember the financial impact, too. If you’ll be helping with college costs, you certainly have a stake in the discussion. If your child will be relying on student loans, start a conversation about the realities of debt so that they truly understand how much college costs could affect them many years after graduation. While cost certainly isn’t the only factor to consider when choosing a college, it’s not one that can be ignored either.
How to Overcome the Roadblocks Keeping You from Reaching Your Goals
By Kathy Longo, CFP®, CAP®, CDFA
Friday, 06 March 2020
We’re well into the New Year, and it’s time to check in on your financial resolutions. If you feel your resolve beginning to falter, you’re not alone. In fact, research suggests that about 80 percent of New Year’s resolutions are dead in the water by February. Why does this happen? Let’s delve into four reasons your money goals may be stalled.
Saturday, 03 November 2018
Recently, Kathy Longo sat down with the Epoch Times to discuss how helping your children develop healthy money habits today will increase their chances for a happier life.
Friday, 19 October 2018
Kathy Longo discusses the importance of giving your children a strong financial education with the Savannah Tribune in 6 Ways To Teach Your Kids About Finance.
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 09 August 2017
Planning for retirement can be a source of confusion or anxiety for many people. Retirement can be fraught with uncertainty given the fact that many people will face a long retirement period of 25 years plus. 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 mistakes or decisions based on emotion as they plan for this next stage of life. Here are some ideas for decreasing anxiety and increasing clarity on the road to sound retirement planning.
