Kathy Longo sat down with George Grombacher of the Money Savage podcast to discuss how values fit into financial success, how to determine yours, and the challenges and opportunities associated with life’s transitions. Listen to learn how to have difficult conversations about money with the important people in your life!
Kathy Longo (Founder and Principal) and Jay Pluimer (Director of Investments) hosted a live client webinar on Tuesday, March 17th to share their perspectives about impacts on the financial and investment environment from Coronavirus. A link to the recording is included below which includes both the audio and the visuals from the webinar. Unfortunately, due to […]