Recent Press

Talking Your Way Down the Aisle

The importance of having money discussions before you tie the knot.

By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 31 January 2019

Talking Your Way Down the Aisle

Love is exciting. The first date jitters, the honeymoon phase, ring shopping etc. Wedding planning, while often stressful and expensive, is all about planning a life together. We love love. What we don't love, as evidenced in various TV shows and movies, is talking about what happens after the happily ever after, which often involves money. Whether you come in with a lot or too little, there are hurdles. The dreaded prenup. The horror stories of partners carrying huge amounts of undisclosed debt. The reality is, in most aspects of our lives, we avoid having difficult financial conversations until we have to. Waiting until things hit the fan, unfortunately, takes away a lot of options. It is in these situations when couples are forced to be reactive instead of proactive.

Looking Ahead: New Year, Bright Future

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 07 January 2019

Looking Ahead: New Year, Bright Future

It’s that time of year again, fresh starts, new beginnings and a long list of resolutions. We all have them, probably a little bit more exercise, eat better, tackle debt, save more. These are things we all could be better at and so this year, instead of putting them back on the shelf after a few half-hearted attempts, let’s go over some ways to actually reach your goals. It’s great to sip champagne and think of all the things you will do better this year, now imagine how much greater it will feel to actually accomplish those goals at the year’s end?

Tips to Curb Impulse Spending When Shopping Online

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 26 November 2018

Tips to Curb Impulse Spending When Shopping Online

Did you know that there is a whole genre of articles, conferences, books, and workshops dedicated to helping marketers and advertisers reduce the time it takes for you, the consumer, to visit an online store and make a purchase? There are advertising tactics that encourage you to consider that purse you looked at online three weeks ago when you are simply googling how to make banana bread muffins.

Do you ever wonder why or how the ads that come through your Facebook feed, Google search sidebar, or even your favorite online news outlet’s banner sections are so perfectly targeted to you and what you like or what you’ve bought in the past? The endeavor of online retailers (especially the giants like Amazon) is to reduce the amount of time between your arrival at the site and your purchase. According to a recent study, developers at Amazon want your timeframe to complete a purchase to be 30 seconds or less!

How to Live With Your Partner in Unmarried Bliss

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 26 October 2018

How to Live With Your Partner in Unmarried Bliss

People are getting married less and living together more. This is true for all demographics, including retirement-age couples.

The choice to remarry among those over 50 has been replaced by the choice to instead, live together unmarried has increased by 75% between 2007 and 2016.[i] Baby Boomers continue to divorce at double the rate they did in 1990 (what’s called Gray Divorce for couples over 50).[ii] There is an increased social acceptance regarding living together without marrying for older couples. But the other reason is women not wanting to marry later in life.

Philanthropy and Giving in Your Family Legacy

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 26 September 2018

Philanthropy and Giving in Your Family Legacy

Once thought to be the exclusive arena of the ultra-wealthy, charitable giving has become a national phenomenon across all tax brackets and households. In fact, charitable giving surged to a record high of over $400 billion in 2017 alone, and Individual giving accounts for the majority of those donations. 

Philanthropy and giving are not only good for the charities and organizations receiving the donations, but for the givers themselves. Research has shown that charitable giving can help you feel better, improve life satisfaction and even activate the reward centers of your brain. [ii]


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