It’s Not a Sales Pitch: The Value of Working with an Advisor
In a time when everyone is an expert or has instant access to expert advice through the internet, there are aspects of financial planning and investment management that are overlooked when determining whether to hire a professional or do it yourself. In addition to experience and credentials in financial planning and portfolio advisement, advisors are mentors to their clients who can often be the difference in setting and accomplishing long-term financial goals and falling short of those necessary benchmarks. Time is valuable to everybody, and there can be important benefits from leveraging the years an advisor has invested into […]
Kathleen Longo Contributes to New Money Makeover Series in Money Magazine | April 2017
Money Magazine has released a new Money Makeover Series and the first area they cover is retiring early. One of the struggles of attempting early retirement is that many families still have children in high school or college and they need to establish a game plan for how to handle the expense of college while still meeting their goal of retiring early. Kathy Longo provides her expertise in this article published in Money Magazine in April 2017. Here is the beginning excerpt of the article and a link to the pdf found in the printed version of Money Magazine. […]
