Episode 42: Talking to Your Kids About Money

Parents are powerful influences on how their children spend, save, and invest, so it’s critical to teach your kids about money early and often. Research shows that kids learn their money habits and values from their parents, yet 69 percent of parents are reluctant to discuss money with their children. Kids are always watching, however, […]

Why You Need a Family Mission Statement

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Companies often use mission statements to describe their purpose, conveying why they do what they do and what they believe, often in a single sentence. While a mission statement might sound like a formal concept reserved for use only in the business world, the principles behind developing this guiding philosophy apply to families, as well. […]

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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