In the News

How to Handle Transitional Stress

Strategies for moving through your current life transition

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 19 October 2020

How to Handle Transitional Stress

In our line of work, we meet and help many people who are in the midst of experiencing big changes in their career, family, or lifestyle. We refer to these changes as life transitions, and they come in many forms. Whether your transition is due to the sale of a business, the loss of a spouse, a painful divorce, the receipt of an inheritance, or a combination of several transitions, it is often a difficult and challenging time that leads to much stress.

Below, we’ll discuss three ways to successfully move through a difficult transition, as well as six coping mechanisms to help you manage that inevitable transitional stress.

Important Questions to Ask When Choosing a College

It's Important to Consider Financial Matters Before Making this Big Decision

By Kathy Longo, CFP®, CAP®, CDFA
Monday, 24 August 2020

Important Questions to Ask When Choosing a College

If you’ve got a teen thinking about college, chances are they’re more focused on details like dorm room size and meal plan options than the cost of tuition and fees. Of course, you want your kids to choose a college experience that they’re excited about, but it’s important to remember the financial impact, too. If you’ll be helping with college costs, you certainly have a stake in the discussion. If your child will be relying on student loans, start a conversation about the realities of debt so that they truly understand how much college costs could affect them many years after graduation. While cost certainly isn’t the only factor to consider when choosing a college, it’s not one that can be ignored either.

Four Mental Barriers That Stall Your Financial Success

How to Overcome the Roadblocks Keeping You from Reaching Your Goals
By Kathy Longo, CFP®, CAP®, CDFA
Friday, 06 March 2020

Four Mental Barriers That Stall Your Financial Success

We’re well into the New Year, and it’s time to check in on your financial resolutions. If you feel your resolve beginning to falter, you’re not alone. In fact, research suggests that about 80 percent of New Year’s resolutions are dead in the water by February. Why does this happen? Let’s delve into four reasons your money goals may be stalled.

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