In the News
Shared by The BAM Alliance, December 10, 2015 A couple’s money conversations can be complex, as each individual brings to the relationship their unique family history surrounding money, values, financial resources and obligations. And financial conversations take on a whole new meaning when kids are involved, as parents wrestle with
Kathleen Longo shares her thoughts on a new course, Introduction to Personal Finance, offered to all freshman at Purdue University in the fall 2015 issue of Life 360 magazine from Purdue University. The class is designed to provide students with a solid foundation of basic financial knowledge and practical solutions
Kathleen Longo offers advice on how to capitalize on moments of personal connection this summer and discuss your estate plan in her blog titled: Summer Gatherings and Estate Planning Considerations. Shared by The BAM Alliance, July 31, 2015 Summer is a great time to connect with friends and family. It
Shared by The BAM Alliance, June 26, 2015 With my oldest daughter now graduated from high school, the summer has been busy with various celebrations, planning for freshman orientation and preparing long lists of supplies necessary for life in a college dorm room. It has also presented an opportunity to
Kathleen Longo offers advice on ways to reduce your debt in Time for a Debt Detox Published in Daily Worth, January 2, 2015 Forget your weight-loss resolution. Trade your juice cleanse for a debt detox. Those financial burdens don’t just weigh us down mentally — they also put future goals
Shared by The BAM Alliance, October 31, 2014 I recently had the opportunity to hear a presentation by Age Wave co-founder Maddy Dychtwald, who is a leading expert on quickly evolving demographic trends. In her talk, Maddy described the “longevity bonus,” which she defines as the 30 years added to
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Flourish Financially:
Values, Transitions, and Big Conversations
Podcasts
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