How Will Your Marriage Be Affected by Retirement

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Retirement is definitely a major life transition and can create challenges to strong relationships. After years of happiness, sometimes one or both spouses can find themselves feeling alienated from the new situation or otherwise frustrated by the change. We often consider the financial implications when approaching retirement, but can overlook how our marriage or relationship […]

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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