Thursday, 10 July 2014
Kathleen Longo describes how retirement assets and a Donor Advised Fund can be the perfect solution for charitable giving as part of an overall legacy plan in Talking About Philanthropy
Shared by the Minneapolis Foundation, July, 10 2014
Many donor families are increasingly using a Donor Advised Fund to support their multi-generational giving. Donors Joe and Ellen Kim* wanted a giving vehicle that would allow them to share their charitable legacy with their three daughters and pass along their retirement assets without incurring tax liabilities. To fulfill both their giving and tax goals, the Kims named their donor-advised fund as a beneficiary of their IRA assets.
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Wednesday, 16 July 2014
Kathleen Longo offers financial advice in When Wealthy Women Remarry Men of Lesser Means
Shared by the Wall Street Journal, July 16, 2014
When Lili Vasileff's 30-something client said she was getting remarried, the financial planner couldn't help but congratulate her. But when the corporate lawyer with a net worth of $5 million and earning a seven-figure salary explained she was marrying a carpenter who had only about $200,000 in assets, the...
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Tuesday, 29 July 2014
Kathleen Longo comments on emergency planning in 5 Ways to Keep a Crisis From Crushing You
Shared by Time Magazine | Money, July 29,2014
What would you do if you suffered an emergency that's bigger than your safety net? These strategies can cushion the blow. You’ve no doubt diligently socked away a chunk of cash for a rainy day. But chances are it isn’t enough to keep you from worrying about being swept under by a passing financial storm. In a MONEY survey of 1,000 Americans conducted earlier this year, 60% of respondents said they didn’t feel they had enough emergency savings.
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Friday, 31 October 2014
Kathleen Longo shares her thoughts on a topic presented by Maddy Dychtwald in her blog titled: How Will You Spend Your 'Longevity Bonus'?
Shared by The BAM Alliance, October 31, 2014
I recently had the opportunity to hear a presentation by Age Wave co-founder Maddy Dychtwald, who is a leading expert on quickly evolving demographic trends. In her talk, Maddy described the “longevity bonus,” which she defines as the 30 years added to people’s lifespans in the 20th century. These extra years keep increasing, as confirmed by a new report on mortality in the United States from the Centers for Disease Control and Prevention’s National Center for Health Statistics.
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Friday, 02 January 2015
Kathleen Longo offers advice on ways to reduce your debt in Time for a Debt Detox Published in Daily Worth, January 2, 2015
Forget your weight-loss resolution. Trade your juice cleanse for a debt detox. Those financial burdens don’t just weigh us down mentally — they also put future goals (like owning a home and enjoying a swanky retirement) at risk. We asked financial experts for their best advice on paying down debt. Here’s how to cleanse yourself of financial toxins in 2015.
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