Q4 2025 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Wednesday, October 22, 2025 A new year often invites reflection, not just on where markets have been, but on how personal experiences and long-held beliefs shape financial decisions. This quarter’s featured article explores the idea of a “money story” and how greater awareness of your own financial patterns can support more intentional planning. Everyone carries a money story. It’s formed over time through experiences, family influences, cultural messages, and emotional responses to money. These beliefs often guide decisions quietly in the background, influencing how comfortable you feel budgeting, saving, investing, or even talking about […]
