Five College Savings Strategies for Parents

Flourish college savings strategies

If you’re a parent, chances are you’re juggling a multitude of financial goals at the same time. You’re probably making decisions about whether to prioritize getting a new car versus taking the family on vacation, or choosing between paying off your mortgage early versus building up your retirement savings. Sometimes, financial decision-making seems endless! Still, […]

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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