Start Your Retirement Plan Now

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The opportunity to save money through a company sponsored retirement savings plan is an incredibly valuable benefit. Whether you are leading a small business or a nonprofit, the long-term ability to put money away on a tax-deferred basis is critical to building a nest egg that will provide financial flexibility in the later stages of life. Small […]

Avoid Pitfalls when Planning for Retirement

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Planning for retirement can be a source of confusion or anxiety for many people. Retirement can be fraught with uncertainty given the fact that many people will face a long retirement period of 25 years plus. While many factors need to come together to make a cohesive and sustainable long-term plan, the biggest concern most people […]

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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