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 and tips that can be the catalyst for a great conversation about finances, money values, and how to build a shared vision for a financial future together. Jay Pluimer, Director of Investments shares his insights on the market to date this year as well […]
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 your family’s financial future. In this episode, Kathy explains how to approach these discussions using the “TALK Method” to conquer your money conversation anxiety and broach just one meaningful financial topic with someone you love. Don’t forget to leave a review on our Alexa […]
