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Kathy Longo was Recently Featured in NerdWallet Article on Impulse Shopping

Thursday, 16 September 2021

Kathy Longo was Recently Featured in NerdWallet Article on Impulse Shopping

In an article published by NerdWallet providing advice on how to curb pandemic-related impulse spending, Kathy Longo offered her insight on how to practice healthy credit card habits. Here's a snip of the article:

Credit cards may help or hurt, depending on how you spend. Klontz says that people spend significantly more money when using their credit cards instead of cash. He suggests keeping a cash envelope to use in areas where you tend to overspend, like dining out, for example.

Also, minimize impulses by not storing credit card information on websites or apps, says Kathy Longo, a certified financial planner and president of Flourish Wealth Management, a financial planning firm in Minneapolis. 

Kathy Longo was Recently Interviewed for MoneyGeek

Wednesday, 21 July 2021

Kathy Longo was Recently Interviewed for MoneyGeek

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. 

Kathy Longo Named One of Investopedia's Top 100 Financial Advisors

Tuesday, 29 June 2021

Kathy Longo Named One of Investopedia's Top 100  Financial Advisors

Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2021! 

This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management, influence the practice of financial advice, and help educate millions of investors. 

Celebrate the 25th Anniversary of Circle of Women!

REGISTER FOR THIS VIRTUAL EVENT

Thursday, 06 May 2021

Celebrate the 25th Anniversary of Circle of Women!

In 1997, Circle of Women gathered 500 women to celebrate their power and to develop women as philanthropists in the community. The objective was to broaden the base of support for YWCA Minneapolis programs and help improve the future for women and girls in the Twin Cities. This year, we’re celebrating 25 years of this event, the lives changed and the progress made over the decades.

Our anniversary event will be held virtually, connecting supporters with our mission to eliminate racism and empower women and girls, while creating meaningful engagement through technology.

Help support our mission by joining us on May 18!

Date: Tuesday, May 18, 2021

Time: 6:00 pm - 6:45 pm 

Location: This is a virtual event

Click here to register to attend the event or to donate to this wonderful cause 

Kathy Longo is on the board of the YWCA Minneapolis and you would be attending this event as her guest. 

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    Edina, MN 55435
  • FAX: 952.953.3310
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