Four Advantages of Setting Financial Resolutions

Discover the benefits of financial resolutions for better money management, including improved habits, accountability, and a clearer path to success.

As a new year approaches, many people turn their thoughts to self-improvement and goal setting. While health and lifestyle resolutions often take center stage, financial resolutions for better money management are just as important. Establishing clear financial goals can help provide direction and structure for your money management, whether you’re saving for the future, managing […]

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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