Is Financial Incompatibility Posing Challenges in Your Relationship?

Is Financial Incompatibility Posing Challenges in Your Relationship 1200x800

When you enter into a new relationship, it’s easy to get caught up in the excitement of getting to know your significant other. The sparks are flying, you’re enjoying your time together, you seem to have a lot in common, and you may start thinking about whether it could become something serious. Though your new […]

Beyond Wealth: Crafting a Legacy Plan with Purpose and Passion

Beyond Wealth: Crafting a Legacy Plan with Purpose and Passion

Legacy planning is more than just financial planning – it’s about creating a lasting impact that extends beyond monetary assets. For many women, their financial legacy serves as a testament to their values, beliefs, and the contributions they have made throughout life. Crafting a meaningful legacy plan allows you to ensure your values are preserved, […]

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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