Money and Marriage Tips for Overcoming this Common Challenge
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 09 November 2022
Money and marriage are both very personal matters, and I often share how important communication is to success in both realms on our Flourish Blog and in my Flourish Financially Podcast. You likely know that financial issues can lead to conflict in many relationships, and today I want to give you tools to overcome a particularly difficult challenge – a spouse who won’t communicate about money.
Avoiding Money Conversations Can Jeopardize Even the Strongest of Bonds
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 26 October 2022
Healthy relationships require open and honest communication – and that includes financial communication. However, it can be tempting to avoid money conversations with your partner, especially if you feel they could be awkward or contentious. If you and your partner have different financial goals, spending and saving habits, or if you disagree on the role that money should play in your life, financial communication could bring these issues to the surface – but it’s also the best strategy to avoid potential financial disagreements and setbacks in the future.
Whether you’re in a new relationship or you’ve been together for decades – and regardless of where you are on your financial journey – read on to learn why your relationship can benefit from more intentional financial communication.
Addressing the Developing Situation in Client Portfolios
By Jay Pluimer, AIF® CIMA®
Friday, 25 February 2022
The global balance for peace and economic stability was broken when Russian President Putin announced the beginning of military operations in Ukraine. This has been a developing situation over the past few months as Russia positioned itself as the savior of citizens in Eastern Europe against alleged aggression from NATO forces. Regardless of why the military actions started, our focus is on how to address the developing situation in client portfolios.
Planning Ahead Can Ease Your Financial and Emotional Transition into Retirement
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 23 February 2022
The transition into retirement can be an exciting time in many ways. After all, you’re finally going to have more free time to spend as you wish, whether that’s traveling, volunteering, taking up a new hobby, or simply spending more time with loved ones. Of course, this transition can also cause financial stress and emotional overwhelm if you aren’t properly prepared. That’s why it makes sense to plan out your exit strategy from the working world before the time comes.
How to Afford One of Your Most Expensive Investments for Your Children
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 09 February 2022
Over the past several decades, a college education has come to be seen as a necessity. If you want to secure a good job with the possibility of upward mobility, you’ll likely need at least a bachelor’s degree to help you get there. However, with tuition costs greatly outpacing the overall cost of inflation, actually affording college has become a real challenge for many individuals and families.
From estimating the overall cost for higher education a decade from now to trying to determine how much financial aid you will be able to secure, there’s a lot to consider when planning to fund an education. Review the five strategies below to start developing your plan of action for your children’s future college education.
