Update on Personal Savings and Spending Rates

The COVID crisis changed the landscape of the American economy. One bittersweet consequence is that the average American family is in better financial shape today than they were before the pandemic. So, what shifted over the past 18 months – and what are the implications for the near future? In this episode, Jay Pluimer explores […]

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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