Wednesday, 12 September 2018
Kathy will discuss ways to navigate financial conversations with your partner, parents, or kids. She'll also introduce key ways to plan for life's financial transitions, from career to retirement, and provide thought-provoking considerations to can take home as we plan for our personal legacy journey!
A Common Hope is also having its annual Sponsorpalooza! The first month of every sponsorship will be MATCHED this month thank to an anonymous "angel" sponsor. It's a great time to become a Sponsor and change a student's life!
SPONSOR A STUDENT
Tuesday, 14 August 2018
Kathy Longo has been featured on WalletHub in 2018’s Best & Worst Places to Retire.
What financial factors should retirees take into consideration when deciding where to retire?
From experience working with clients who are transitioning into retirement or are retired now, there are a variety of non-financial factors that should be incorporated into the decision about where to live. Most of these factors relate to future events and transitions such as where kids are located or will be located (balancing the opportunity to see family against the possibility of becoming a daycare solution). We also look at a combination of housing costs that include real estate taxes, state income taxes, and sales taxes. Finally, it’s important to consider access to medical resources as demonstrated by my parents who will probably need to leave their dream lake home in the near future to get adequate medical care.
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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