Wednesday, 12 December 2018
It's almost 2019 which means it's time for resolutions. While making goals and plans for the upcoming year is a good idea it's best to keep things realistic to increase your chances of success.
See which common resolution Kathy says you should never make on Reader's Digest
Wednesday, 12 December 2018
Kathy Longo shares her thoughts on the reasons and the importance of women having their own financial plan instead of letting a spouse or partner handle all of the financial arrangements.
Head over ValueWalk to find out Kathy's advice for women trying to build an independent financial plan.
Wednesday, 14 November 2018
Communicating about money and finances can be very emotional because one must be vulnerable and open about their strengths, weaknesses, challenges, successes, and failures with money. One must also let go of judgment to truly have an open and honest discussion about financial decisions and their impact on life.
Head over to Investopedia to see Kathy's tips for having productive, constructive, and effective financial conversations.
Tuesday, 15 May 2018
Kathy Longo's article on Advanced Planning for a Quality Retirement has been featured on Investopedia and picked up by NASDAQ.
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 10 May 2018
What contributes to satisfaction in retirement? It certainly isn’t just finances. Completing the retirement equation means talking about and striving for fulfillment, happiness, and satisfaction in retirement.
Preparing for social and emotional issues that may arise during your retirement can be uncomfortable to consider and discuss. Many people feel embarrassed to talk about their unhappiness when they retire – they have saved for a comfortable life, they have free time, they have met their financial goals, and yet there is something missing. People usually don’t talk about it because they feel like they’re supposed to be happy.
The truth is “winning” at retirement isn’t just about how much money you have saved, it is about how you decide to fill your days, what you want to do with your time and discovering the things that make you feel happy – fulfilled. Here are some of the things that may contribute to dissatisfaction with retirement and ways that you can face and cope with them proactively.