Episode 37: Retirement Planning Mistakes to Avoid

One way to create a successful and fruitful retirement plan is to make smart investment decisions – and, more importantly, to avoid making common investment mistakes. Retirement planning requires having a smart strategy on several fronts, including your investment plan. One way to achieve a successful and fruitful retirement is to make smart investment decisions […]

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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