Considerations for Your Retirement Timeline

weekly planner min

The following article is based on the content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here. Retirement is an exciting topic, but it can also be fraught with uncertainty, given the fact that many people will face a long retirement period of […]

Episode 19: Mastering Money Mechanics

To find success in managing your household finances, it’s crucial to lay a foundation built on the fundamentals. If you play or watch sports, you’re likely familiar with the importance of players mastering the mechanics; that is, gaining proficiency in the fundamentals of how the game is played. It’s the same with finding success in […]

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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