With Short-Term Goals, Go for a Bird in the Hand

bird hand

Carl Richards, Director of Investor Education for the BAM Alliance, posted an article in the New York Times about the importance of not gambling with money you need for your short-term goals.  We want to make sure our clients have enough cash set aside to cover them for the next 2-3 years, even if it means giving up potential investment […]

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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