Recent Press

Kathy Longo featured on Worth | The Investment Gap

Friday, 29 March 2019

Kathy Longo featured on Worth | The Investment Gap
"From pay disparity to finding the right financial advisor, women face distinctive challenges when it comes to maintaining and building wealth. And sometimes the biggest hurdle is internal. So what’s a woman to do? Start planning."

- Sarah Max

Kathy Longo, CFP®, CAP®, CDFA® was recently asked by Worth to share her expertise on ways in which finding the right financial advisor can help women at all stages of their lives and careers build wealth. Especially in the face of issues like wage discrepancy, and a lack of financial confidence. Check out the full article for tips you can use in your 20s, 30s, 40s, 50s, 60s and beyond!

Discussing Finance With Family

Kathy Longo Shares Her Expertise With Barron's

Thursday, 10 January 2019

Discussing Finance With Family

Always an advocate for open conversations around money and financial planning Kathy Longo recently shared her expertise with Barron's for their article, How to Talk to Your Family About Money. 


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