Why You Buy: Getting to the Root of Your Overspending Habit

When you take time to gain clarity on the roots of your overspending habit, you can make a plan for positive change. So often, we have the best of intentions when it comes to our money goals – including with our spending. We might start the month resolving to stop unnecessary spending, only to be […]

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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