New Year’s Resolution: Improving Financial Communication in Your Home

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 01 January 2019

New Year’s Resolution: Improving Financial Communication in Your Home

 It’s that time again, the time to make resolutions: to lose ten pounds, to eat better, to read more, to get serious about your finances. While we can't chase you into the gym, we can go over some ways to tackle your finances. Too often we find ways to put aside our financial long-term health for short-term, day-to-day distractions. The good news is that you can improve your finances in the new year by communicating and setting goals. We describe some helpful themes to foster positive money conversations in the New Year. The first step to making this resolution a reality is to get your calendar out now and start blocking out time for your finances.

Three Key Ways to Close the Gender Pay Gap from Within Your Organization

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 12 December 2018

Three Key Ways to Close the Gender Pay Gap from Within Your Organization

Occupational Feminization is a real thing and while progress has been made there is still a lot more to be done. This article provides some key actions that can be taken by employers and management to close the gap and recognize the equal value that women deserve in the workplace.

Women still earn 80 cents on average to every dollar brought home by a male worker doing the same job. As of 2018, due to that gender pay gap, women lost an estimated $513 billion in wages.[i] Sadly, this is not a uniquely American problem and there is a wage disparity between men and women in nearly every country.[ii] Unfortunately, the wage disparity increases when broken down by race. Although there is countless data on wage discrepancy, complications discussing it often arise because there is a large segment of the population who either do not believe it exists or believe it only exists because women pursue lesser paying professions and don’t ask for raises.

What do Investing and Physical Training Have in Common?

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 17 September 2018

What do Investing and Physical Training Have in Common?

Susan decided to do something for herself after years of working in an office, raising a family, and focusing on other people. She wanted to get into better shape and knew the health benefits, specifically for women, of incorporating strength and resistance training into her exercise routine. Weight training makes bones denser and helps the body build muscle; since 80% of people suffering from osteoporosis are women, anything to help improve bone health with age is a good option.[i] After trying a few exercise classes and rotating through the gym equipment, she decided to raise the stakes and train for a triathlon. Triathlons involve running, biking and swimming, and are a challenging test of endurance for even the most seasoned athletes. Susan had a goal and she stuck to it, training in preparation for months. She gained muscle, lost inches and felt empowered. She completed the triathlon and started looking for her next challenge.  

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