Q1 2023 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Tuesday, 18 April 2023 Happy Spring! We hope that your 2023 is off to a good start. In this Quarterly Newsletter, I am sharing an article that may be a great resource for you or someone in your life who may be preparing for their marriage. I provide some insights […]
Using the TALK Method for Family Money Discussions
Family conversations regarding money can be quite challenging, but they are paramount to protecting your family’s financial health and ensuring your wealth is protected. Conversations with family regarding money, estate planning, retirement planning, elder care, and what will happen to investments when someone dies are not easy. Of course, they are also necessary for protecting […]
