Top Mistakes In Charitable Giving

by Kathleen Longo on August 17, 2014 Charitable discussions are frequently part of the planning process.  Here are my thoughts about the most common mistakes I see in charitable giving, and some suggestions on alternatives to consider. Waiting until the end of the year to give: Many individuals think about giving at the end of the […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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