Cultivating Money Smarts in Kids: A Guide for Parents

Explore essential money lessons for kids to foster financial literacy and savvy saving habits from an early age.

Financial literacy is a crucial skill for navigating life’s financial challenges, yet it is often overlooked in traditional education. As we observe Financial Literacy Month, the importance of instilling financial wisdom from a young age cannot be overstated. For parents, the responsibility of teaching children about money management offers a unique opportunity to set the […]

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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