Aligning Philanthropy with Personal Values: A Guide to Values-Based Charitable Giving

Explore the power of values-based charitable giving in this guide to aligning philanthropy with personal values. Make a more meaningful impact!

For many individuals, charitable giving is a way to express gratitude, create positive change, and make a difference in the world. Yet, navigating the diverse landscape of philanthropy can sometimes feel overwhelming. With numerous causes, organizations, and donation options available, knowing where to begin—and how to ensure contributions reflect personal values—can be challenging. This guide […]

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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