Tips to Overcome Your Worries and Embrace Your Financial Potential
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 25 May 2023
In some ways, women are more financially empowered than ever before. They control 33% of household wealth – or $10 trillion – and that number is expected to rise to $30 trillion in the next three to five years. However, I still see many women caught up in common financial fears that can hold them back from fully embracing their financial potential. Money worries are not insurmountable, however, and in this article, I’ll discuss how to face them head-on so you can break free from the limitations that may be holding you back from building more wealth and creating greater financial well-being.
Train Your Brain to Help You Achieve Your Financial Goals
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 06 February 2023
For a great many of the clients I work with, financial planning and wealth management is about living a life with little to no financial stress. They want to avoid confusion and frustration about which financial strategies to use and overcome anxiety about whether or not they’ll have enough money in retirement. It’s gratifying for my team and me to use our experience and expertise to craft personalized financial plans that help our clients achieve their financial goals and the personal aspirations that are often tied to them. However, I have found that it also benefits my clients to work on cultivating a wealthy mindset.
What, exactly, does mindset have to do with building wealth and achieving financial security? As it turns out, quite a bit. Read on to find out more.
Steps to Help You Remain Comfortable and Independent in Retirement
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 23 January 2023
After diligently saving and managing your money through your working years, it can be tempting to take your foot off the gas and let your finances take a backseat once you retire. After all, you’ve finally reached retirement – what’s left to plan for? However, for women, who statistically have longer retirements, careful financial planning is crucial if you want to enjoy your retirement in its entirety. This is especially the case for women who are hoping to age in place.
The tips below are designed to help you make the most of your golden years when you want to remain in your home and live independently.
How High-Income Earners Can Avoid Wasting Their Financial Potential
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 07 September 2022
Coined by Fortune Magazine, the term HENRY stands for “high earner not rich yet” and it typically refers to individuals and families who earn between $250,000 and $500,0000 but haven’t been able to amass any real worth yet. It may be difficult to understand how someone making this much money could feel like they’re not rich, but with high costs of living, the reality is that high-income earners often feel that they’re far from rich. Research on the subject shows that 25% of families making $150,000 or more are living paycheck-to-paycheck.
Wednesday, 21 July 2021
Kathy Longo was recently interviewed by MoneyGeek for a piece they did on how an individual can start investing and saving their money. In the interview, Kathy provides her expertise on questions that center around investing in stocks and bonds, advice for those who live paycheck to paycheck, whether an investment app is a good idea, and more.
