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
Shared by Time Magazine | Money, July 29,2014 What would you do if you suffered an emergency that’s bigger than your safety net? These strategies can cushion the blow. You’ve no doubt diligently socked away a chunk of cash for a rainy day. But chances are it isn’t enough to
Shared by the Wall Street Journal, July 16, 2014 When Lili Vasileff’s 30-something client said she was getting remarried, the financial planner couldn’t help but congratulate her. But when the corporate lawyer with a net worth of $5 million and earning a seven-figure salary explained she was marrying a carpenter
Podcasts
Listen to Flourish Financially with Kathy Longo on your favorite streaming service
