Episode 48: Teaching Kids About Investing

If you’ve been talking with your kids about personal finance topics like saving, spending, and sticking to a budget, why not introduce the concept of investing, too? Parents are usually a child’s most powerful influence when it comes to money values, financial literacy, and financial decision-making. If you’re already talking with your kids about personal […]

How to Raise Privileged Kids Who Never Catch ‘Affluenza’

baby feet

Do you remember the 2015 news coverage of a Texas teenager caught fleeing the country to avoid the consequences he was facing after violating probation? During his drunken driving trial, a psychologist coined the term “affluenza” to refer to the impact financial privilege can have on a child’s ability to understand the impact of his […]

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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