The Income Replacement Dilemma

As you approach retirement, it is essential to plan for how you will replace your current income and support your preferred retirement lifestyle. There are many ways to structure your investments prior to retirement, but the goal should always be to build a long-term saving, investing, and spending plan. Whether you want to travel, buy […]

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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