Couples and Money – The Overlooked Conversation

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This summer my family had the opportunity to participate in two family weddings.  With all the excitement and preparation for the “big day” with two families coming together, it is also important for the couple to prepare a strong foundation for money matters.  After all, conflict over money remains one of the top reasons for […]

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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