From the Desk of Kelli…

How I will be remembered…a reminder from Sidney I am probably going to weird some folks out with this note but here I go… When I began in the risk business of long-term care, at the age of 22, I would take the ferry over to Bremerton Washington to train with a gentleman who had […]

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Quarterly Economic Update

A review of Q4 2021, Presented by Kelli Young In this Q4 recap: U.S. economy confronts a new COVID-19 variant amid continuing inflation and supply chain bottlenecks. Europe institutes new social restrictions in response to a surge in Delta and Omicron variant infections. Investors turn cautious as uncertainties increase. THE QUARTER IN BRIEF The stock […]

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The Power of the Consumer

In recent months, consumer confidence has been falling. A confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer confidence in everything from retail sales to home buying to the personal savings rate. In recent months, consumer confidence has been falling as inflation […]

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Over Time, Markets Have Proved Positive and Resilient

MARKETS AND INVESTING When markets react, consider a broader historical perspective before changing your financial course. Market volatility can often trigger emotional responses in investors, responses that can impact judgement and potentially affect long-term plans. These periods of volatility are an opportunity to connect with your advisor, enabling them to act as a sounding board […]

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Making the Most of Medicare’s Open Enrollment Period

RETIREMENT AND LONGEVITY Ask yourself a few questions to make sure you’re getting the most from Medicare. Mark your calendar for Medicare’s open enrollment season: between Oct. 15 and Dec. 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage. During this time, you can change from Original Medicare […]

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From the Desk of Kelli…

Update on Long Term Care Legislation in Washington Written by: Kelli Young, Longevity Wealth There has been much debate over the legislation enacted in 2019, House Bill 1087. The intent is to provide limited long-term care benefits for residents, funded through a mandatory payroll tax, with the ability to “opt-out” if equivalent coverage was in […]

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From the Desk of Kelli…

What’s Behind Kelli’s Black Eye? So, you ask?  Well, on a recent weekend I fell at our beach home.  I’d like to tell you a great story, but I fell getting into the bathtub. It’s a 40-year-old home and although we are planning a big remodel, AND I thought a temporary fix to the bathtub […]

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The Best, the Brightest, and Inflation

The Fed may be ready to alter course. If you are feeling a bit confused about the direction of inflation, you’re in good company. Some of the best and brightest economists in the country are having a tough time getting their arms around the current inflation trends. The most recent Producer Price Index reading came […]

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