Episode 2: Your Money Story

FFC Episode02 Your Money Story

Think back to your earliest money memory and how it shaped your life. This week, we reflect on our earliest money memory. My challenge for you is to think back to your earliest money memory and how it impacted your life. Don’t forget to write us a review on your favorite podcast provider as well […]

FOMO and Your Investment Decisions

FI Episode

When it comes to investing, the fear of missing out can lead you to make decisions that may not benefit your portfolio success. In our current market, where we are seeing the large tech companies grow by leaps and bounds while others, once reliable sectors, cannot seem to get ahead, there is the temptation to […]

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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