Planning for Long-Term Care: Financial Strategies for a Secure Future

FWM long term care planning

We can feel almost bulletproof when we’re young, can’t we? However, as we age, a challenge that many retirees face is the need for long-term medical care. While it may be daunting to think about, long-term care planning is an indispensable facet of comprehensive financial planning, so it’s important that you’re thinking about it earlier […]

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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