Strategic Family Finance Conversations: Navigating Money Management Together

Discover how family finance conversations can align goals and build a stronger financial future together. Conversations Navigating

When was the last time you sat down with your family and had an open, meaningful conversation about finances? If you’re like most people, the topic of money can feel uncomfortable, leading to avoidance or surface-level discussions that never quite get to the heart of the matter. Here’s the truth, though: having strategic family finance […]

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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