Kathy Longo Named One of Investopedia’s Top 100 Financial Advisors of 2022

Kathy Longo CFP®, CAP®, CDFA®, has been named one of Investopedia’s Top 100 Financial Advisors of 2022! She is committed to financial literacy and empowerment, and we could not be prouder that her efforts have received national recognition. Congratulations, Kathy! This is the sixth year for the Investopedia 100, which celebrates financial advisors who are […]
Couples and Money: Selecting a Financial Strategy for Your Household

Money is a very personal topic, isn’t it? That’s what makes determining the right financial strategies for couples a challenge. Each of us has our own unique behaviors and attitudes around money – a mix of our upbringing, our experiences, and our current situations. All of this makes merging finances as a couple a complicated […]