Serving successful families and businesses since 1982.

K-12 Education

For Women and Their Finances, A Man Is Not A Plan by Kathy Longo featured on ValueWalk

Kathy Longo shares her thoughts on the reasons and the importance of women having their own financial plan instead of letting a spouse or partner handle all of the financial arrangements.

Head over ValueWalk to find out Kathy's advice for women trying to build an independent financial plan.

5 Things to Teach Your Kids About Finances

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the latest gadget, to some dreadful snack that features something gooey and/or messy. It’s also safe to bet that many of these kids run to their parents, wanting to buy some or all of these items.

Kathy Longo Shares Her Tips for How to Effectively Have Conversations About Money with Investopedia

Communicating about money and finances can be very emotional because one must be vulnerable and open about their strengths, weaknesses, challenges, successes, and failures with money. One must also let go of judgment to truly have an open and honest discussion about financial decisions and their impact on life.

Head over to Investopedia to see Kathy's tips for having productive, constructive, and effective financial conversations.

Kathy Longo Discusses Teaching Financial Literacy to Your Children with the Epoch Times

Recently, Kathy Longo sat down with the Epoch Times to discuss how helping your children develop healthy money habits today will increase their chances for a happier life.

Kathy Longo Shares 6 Ways To Teach Your Kids About Finance in The Savannah Tribune

Kathy Longo discusses the importance of giving your children a strong financial education with the Savannah Tribune in 6 Ways To Teach Your Kids About Finance.

Philanthropy and Giving in Your Family Legacy

By: Kathy Longo, CFP®, CAP®, CDFA

Once thought to be the exclusive arena of the ultra-wealthy, charitable giving has become a national phenomenon across all tax brackets and households. In fact, charitable giving surged to a record high of over $400 billion in 2017 alone, and Individual giving accounts for the majority of those donations. [i]

Philanthropy and giving are not only good for the charities and organizations receiving the donations, but for the givers themselves. Research has shown that charitable giving can help you feel better, improve life satisfaction and even activate the reward centers of your brain. [ii]

Kathy Longo will be speaking at A Common Hope's Legacy Circle Breakfast Series

Kathy will discuss ways to navigate financial conversations with your partner, parents, or kids. She'll also introduce key ways to plan for life's financial transitions, from career to retirement, and provide thought-provoking considerations to can take home as we plan for our personal legacy journey! 

A Common Hope is also having its annual Sponsorpalooza! The first month of every sponsorship will be MATCHED this month thank to an anonymous "angel" sponsor. It's a great time to become a Sponsor and change a student's life!


Should You Use 529 Plan Funds on K-12 Education

Women’s Experience in a Decidedly Male-Tailored Financial Landscape

By: Kathy Longo, CFP®, CAP®, CDFA

The recent and sudden passing of Kate Spade due to suicide has raised awareness about mental illness and the challenges women face in middle age. Based on my experience working with women of all ages, I know that the stress of life can lead to mental illness and long-term health problems if not addressed proactively. Although I’m not a mental health professional, I felt compelled to write an article about those challenges with an emphasis on ways in which we can help one another to find a greater peace, a space where we are heard and understood, and a place where we are empowered to take control of our financial and personal lives.  

Since the year 2000, suicide is up nearly 30% in the United States. For women between 45 and 64, however, the suicide rate increased by 60% and suicide has now become one of the top ten leading causes of death among middle-aged women.[i] While there are many opinions about why we are seeing this alarming trend, one theory that resonated with me was the amount of pressure women have on them from their jobs and families as well as maintaining an image of having it “all together”.

Syndicate content

Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

Geneos Privacy Policy


Website Design For Financial Services Professionals | Copyright 2019 All rights reserved