Women and Wealth: Strategies for Balancing Career, Family, and Financial Independence

Women and wealth go beyond earning—it’s about balance. Career, family, and financial independence all matter.

Life often feels like a juggling act with career ambitions, family responsibilities, and financial goals all competing for attention. Women face unique challenges as they navigate professional growth while caring for loved ones and planning for the future. Finding balance isn’t about doing it all perfectly—it’s about making intentional choices that align with what matters […]

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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