5 Unique Financial Planning Considerations for Women

Societal factors and common life changes mean women face unique financial planning considerations. It’s tempting to think that money is an equalizer or that “investing is investing” regardless of the investor’s demographics. However, there are key differences in financial planning for women. Both societal factors and common life events can impact a woman’s financial position […]

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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