Getting Unstuck When the New Year Feels Like the Same Old

Sometimes, a new year is less about charging toward massive goals and ambitions and more about taking one small step forward in a new direction. This time of year, we hear a lot of messaging about the promise and opportunity of a new year and a feeling of hope that we can change our lives […]

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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