Are You Sending a Child to College Soon? Get These Documents in Place First

Are You Sending a Child to College Soon? Get These Documents in Place First

It’s that time of year when new high school graduates are celebrating, and many are preparing to move away to college. It can be a very hopeful and exciting time, but it’s also bittersweet – and sometimes downright worrisome – for parents. I remember what it felt like when my daughter Maddy went off […]

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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