Financial Tips for Women Who Want to Age in Place

Financial Tips for Women Who Want to Age in Place

After diligently saving and managing your money through your working years, it can be tempting to take your foot off the gas and let your finances take a backseat once you retire. After all, you’ve finally reached retirement – what’s left to plan for? However, for women, who statistically have longer retirements, careful financial […]

2022: A Year of Hard Lessons

There were a lot of historic market events that took place during 2022, and they brought us many learning opportunities, too. Much of 2022 gave us market events that had a negative impact on performance – and created headlines focused on short-term market movements. However, long-term investors can learn a lot from the past 12 […]

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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