Financial Fluidity: Balancing Cash Flow and Liquidity at Year’s End

Discover strategies to achieve financial fluidity by balancing cash flow and liquidity at year’s end. Plan for a flexible and confident start to 2025.

As the calendar year winds down, individuals and businesses alike often face a balancing act: managing cash flow effectively while maintaining sufficient liquidity to cover unexpected expenses and opportunities. Achieving financial fluidity—the ability to manage both day-to-day cash needs and longer-term financial goals—can help ensure you enter the new year on solid footing. In this […]

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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