Monday, 13 August 2018
Kathy Longo's article How to Organize Your Finances for Retirement has been featured on Investopedia and Yahoo Finance.
Friday, 15 June 2018
Kathy Longo's article Legacy Planning: The Importance of Communication has been featured on Investopedia.
Tuesday, 12 June 2018
How a Female Financial Pioneer is Reshaping Women’s Experiences in Wealth
By: Roya Rodieck
When 18-year-old Kathleen Longo got to Purdue in 1988, her academic ambition was guided by a fierce love of numbers. She majored in economics at the outset of her collegiate career. The field offered the interplay of numbers and ‘real world impact’ that she sought, making it the best fit for her aptitudes and interests—or so she thought.
In a serendipitous moment, a classmate at Purdue suggested she take a financial planning course, meant to introduce students to the financial planning and counseling major at large. She found herself besotted with the curriculum, and a realization swiftly materialized.
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Wednesday, 06 June 2018
Kathy Longo recently sat down with Michael Kitces to take part in his Financial Advisor Success Podcast, and to discuss how walking away from an RIA partnership to found Flourish Wealth Management has shaped her business philosophy. In addition to discussing her upcoming book Flourish Financially: Values, Transitions, and Big Conversations (Fall '18), Kathy also gives insights into how to structure the investment management component of a financial planning firm, how to create a strong culture for growing your team, and benefits of participating in a study group.
Wednesday, 30 May 2018
Kathy Longo has been asked to speak at the Partners in Equity Series presented by The Women's Foundation of Minnesota.
On August 21st, at the Multigenerational Giving and Donor Advised Funds event, Kathy will present and share insights and themes from her new book: Flourish Financially: Values, Transitions, and Big Conversations.