Kathy Longo Quoted in ‘Worth’ Article on Why Women Benefit from a More Personal Financial Advisory Process
While women control some $10 trillion in assets at the moment, the financial advisory industry remains dominated by men. A byproduct of this is that many women feel ignored – or worse, patronized – when meeting with financial professionals. Kathy Longo addresses this issue and related financial planning tips for women in this recent feature article from Worth. In the article, which reviews financial planning for women through different stages of life, Kathy discusses why financial planning is such a personal process for women. She also reminds us that it can be fun – and it can help us to […]
Empower Yourself Through Financial Organization
If you have a myriad of retirement accounts with overlapping objectives, make time to organize your account information and ensure you’re making the most of each one. It’s incredibly common to have multiple retirement accounts with overlapping objectives – and little time to organize them. However, if your accounts aren’t organized effectively, you may not be making the most of your savings and investments. In this episode, you’ll learn how to use a financial “tune-up” to create a structure and planning process that lets you easily check in on your savings and spending goals to ensure you’re on track. […]
