10 Steps That Can Make All the Difference in 2021
By Kathy Longo, CFP®, CAP®, CDFA
Friday, 15 January 2021
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.
How would you describe your level of financial confidence? One thing I have noticed in my line of work is just how many people find it difficult to talk about money. A lack of financial confidence can have a variety of root causes. Some people still consider money a taboo subject, some suffer from numerophobia,, others find it overwhelming or stressful, and still, others want to discuss it but feel silly asking questions they believe they should already know the answers to. Regardless of the origin, a lack of financial confidence is a roadblock on your path to accomplishing your goals.
If you want to feel more financially confident in the new year, follow the ten steps below and take control of your financial outlook for 2021.
Strategies for moving through your current life transition
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 19 October 2020
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.
In our line of work, we meet and help many people who are in the midst of experiencing big changes in their career, family, or lifestyle. We refer to these changes as life transitions, and they come in many forms. Whether your transition is due to the sale of a business, the loss of a spouse, a painful divorce, the receipt of an inheritance, or a combination of several transitions, it is often a difficult and challenging time that leads to much stress.
Below, we’ll discuss three ways to successfully move through a difficult transition, as well as six coping mechanisms to help you manage that inevitable transitional stress.
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.
