Newsletter

Seven Harmful Myths About Women and Money

It’s Time to Stop Believing These Financial Untruths

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 14 June 2021

Seven Harmful Myths About Women and Money

When it comes to women and money, the relationship can certainly be complicated. However, the reasons behind that complexity are equally stratified and problematic. From dangerous stereotypes about women’s natural inclination for overspending to channeling women away from high-income jobs when making decisions about career choices, the lies women are told about money from a young age can wind up costing us in more ways than one.

Today, I want to debunk seven of these damaging money myths that keep women stalled in the workplace, stuck in negative relationships, and halted in the pursuit of their dreams for themselves and their families.

Financial Planning Tips (and Traps) for Female Executives

How to Navigate Financial Planning Challenges Common to Professional Women.

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 10 May 2021

Financial Planning Tips (and Traps) for Female Executives

After many years in financial services – a business still highly dominated by men – it’s become clear to me that many financial advisors do a disservice to women. They make assumptions, for instance, that women are uninterested in finance – or worse, that they are uneducated about money matters. In my own experience, my female clients are serious about understanding how to make their money work best for them and how it can bring them success in reaching both financial and life goals.

While there’s no such thing as a one-size-fits-all financial plan for women, I have found that successful female executives can benefit from using the tips below – and from avoiding common traps, too.

Succession Planning for Your Family-Owned Business

Considerations for Preparing Your Heirs to Take Over Your Business
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 30 October 2019

Succession Planning for Your Family-Owned Business

A common trait among successful business owners is to place importance on instilling their business values in their children. This is especially key when you plan for your children to play an increased role in the business as you age or after you die. In these cases, it’s important to guide your children in business starting at an early age and ensure they understand their future role. Your children are likely to have an easier transition when you eventually step down or scale back your responsibilities if they have grown up in the business.

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