In the News

Organizing Your Finances for Retirement

When approaching retirement, getting your finances organized is one of the first steps you should take.

By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 28 June 2018

Organizing Your Finances for Retirement

Getting a clear financial picture can help ease the transition into retirement because, at the very least, you’ll know what accounts you will be drawing from, where they are being managed, how your investments can continue to generate income for you, and what tax liabilities they may impose. It requires discipline and clarity to keep your finances organized before and during retirement.

Women's Experience in a Decidedly Male-Tailored Financial Landscape

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 20 June 2018

Women's Experience in a Decidedly Male-Tailored Financial Landscape

The recent and sudden passing of Kate Spade due to suicide has raised awareness about mental illness and the challenges women face in middle age. Based on my experience working with women of all ages, I know that the stress of life can lead to mental illness and long-term health problems if not addressed proactively. Although I’m not a mental health professional, I felt compelled to write an article about those challenges with an emphasis on ways in which we can help one another to find a greater peace, a space where we are heard and understood, and a place where we are empowered to take control of our financial and personal lives.  

Mid-Life Transition, Not Crisis

A New Emergence of Mid-Life Course Corrections and What We Can Do to Facilitate Support and Awareness

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 30 April 2018

Mid-Life Transition, Not Crisis

We often discuss the challenges and opportunities people face during the transitional time period that accompanies retirement. Retirement is something that is marked by a specific event in our lives, so it seemingly has a beginning and we are equipped to work through this transition because, by definition, we know when it is going to take place. In contrast, there are other transitional periods in life that are not as clearly defined. I recently read an article from the Washington Post that discusses the transitional period that many people encounter during middle age (40 to 65) that is not given very much attention but, perhaps, should be identified and addressed both by members of our financial profession as well as by the people who are either approaching or currently living in this phase of their lives.

Quality of Life in Retirement

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 19 April 2018

Quality of Life in Retirement

Living life the way we envision as peaceful, abundant, secure and fulfilling is what many call the American Dream. Quality of life is a meaningful part of our needs to feel happy and safe in our lives. Unfortunately, from social isolation to diminished health to poor eating habits, people’s quality of life is at risk as they age. There are many factors that can contribute to a reduced quality of life and there are planning measures that can be taken to mitigate that loss.

How Will Your Marriage Be Affected by Retirement

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 05 April 2017

How Will Your Marriage Be Affected by Retirement

Retirement is definitely a major life transition and can create challenges to strong relationships. After years of happiness, sometimes one or both spouses can find themselves feeling alienated from the new situation or otherwise frustrated by the change.

We often consider the financial implications when approaching retirement, but can overlook how our marriage or relationship might be affected when the time comes to retire. It is difficult to anticipate what changes might take place with how we will spend our time. We typically struggle to anticipate what types of hobbies, activities or new endeavors might be taken up once the day comes to close the door on one big chapter of life.

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