Money Saving Tip: Understand the Roots of Your Overspending Habit

shopping couple walking min

Are you looking for strategies to curb your overspending habit? So often, we have the best of intentions when it comes to our money goals – including our spending. We might start the month resolving to stop unnecessary spending, only to be wooed by an unexpected sale here, and a fancy coffee there. Before we […]

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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