Friday, 31 July 2015
Kathleen Longo offers advice on how to capitalize on moments of personal connection this summer and discuss your estate plan in her blog titled: Summer Gatherings and Estate Planning Considerations.
Shared by The BAM Alliance, July 31, 2015
Summer is a great time to connect with friends and family. It presents so many wonderful opportunities to share a meal, attend family gatherings or simply relax with friends that sometimes it seems like the season can just fly right by. One idea to capitalize on these important moments of personal connection is to have a conversation about estate planning.
Read the full story here
Tuesday, 10 November 2015
Kathleen Longo shares her thoughts on a new course, Introduction to Personal Finance, offered to all freshman at Purdue University in the fall 2015 issue of Life 360 magazine from Purdue University. The class is designed to provide students with a solid foundation of basic financial knowledge and practical solutions to help them better manage their finances.
Read the full story here
Thursday, 10 December 2015
Kathleen Longo offers advice to blended families and money conversations in her blog titled: Blended Finances and Family Values
Shared by The BAM Alliance, December 10, 2015
A couple’s money conversations can be complex, as each individual brings to the relationship their unique family history surrounding money, values, financial resources and obligations. And financial conversations take on a whole new meaning when kids are involved, as parents wrestle with spending decisions on allowances, education funding and, eventually, inheritances.
Read the full story here
Friday, 18 December 2015
Kathleen Longo shares best practices to maximize your year-end charitable giving plans in her blog titled: Wrap Up Your Year-End Giving .
Shared by The BAM Alliance, December 18, 2015
Although the official start to the “Holiday Season” generally occurs on Thanksgiving weekend, the charitable component so often linked to this time of year is highlighted a few days later with #GivingTuesday, which fell on Dec. 1. If you don’t know already, #GivingTuesday, a relatively recent movement, was created in 2012 by New York’s 92nd Street Y in partnership with the United Nations Foundation as a response to consumerism and commercialization. The event takes place each year on the first Tuesday after Thanksgiving, providing a respite from Black Friday and Cyber Monday, and is designed to be a global day of giving through monetary donations, your time, goods and your voice.
Read the full story here
Tuesday, 15 December 2015
Kathleen Longo featured as part of Women Who Mean Business focus in the January 2016 issue of Minnesota Business magazine.
“The wealth management industry offers incredible opportunity for young women as the industry is heavily weighted toward older male advisors; studies show that there will be a shortage of planners in the future.”
Read the full story here
