What You Need to Know About Recent Changes to Social Security

social security

Social Security Changes Could Affect Your Filing Strategy Establishing a well-crafted plan that incorporates Social Security retirement benefits in your financial future has never been more important, especially in light of recent changes to how Social Security benefits are administered. On November 2, 2015, President Barack Obama signed into law the Bipartisan Budget Act of 2015. […]

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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