From the Desk of Kelli…

Hello our Awesome Clients! As an Advisor and Financial Planner, I get to choose what kind of business I want to develop and how to best support you. At Longevity Wealth, we employ many back-office systems that provide security and optimization amongst platforms. Although many you don’t see, there is one you do; eMoney, or […]

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Volunteering in Retirement

“This generation got no destination to hold…We are volunteers of America”“Volunteers” by Jefferson Airplane Those of a certain age will recall these Jefferson Airplane lyrics as a call to action, though for a different period and place. Even with the passage of time and through a lifetime of changes, the desire of baby boomers to make […]

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Give Yourself Permission to Unplug

4 ways you can ward off relaxation-induced anxiety. Have you heard the term “stresslaxation” before? It affects some people, especially high performers, who have a hard time relaxing. It strikes when they’ve finally taken time away from work and other responsibilities to engage in self-care activities – but can’t get in the headspace to actually […]

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What If Your Kids Decide Against College?

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for them? It’s a valid question that many families are facing as more and more people choose alternatives to traditional […]

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How Boomers and Millennials Differ

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing, and while some of these new practices might raise an eyebrow […]

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Consider Umbrella Insurance

Protect what you’ve built with a secondary insurance policy. Umbrella insurance might not be a dinner table topic, but it’s worth a discussion if you’re interested in extra asset protection. It’s estimated that one in five people with considerable wealth opt out of such coverage – leaving them vulnerable and risking what they’ve worked hard […]

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Navigating Life’s Many Housing Phases

Life’s continuous journey is full of twists and turns, and housing transitions come with their own set of unique opportunities and obstacles. Whether you are moving into your first starter home, downsizing after children have moved out, or moving closer to grandchildren in retirement, you may move many times throughout your life. Especially as we […]

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Riding the Market Waves

Navigating the crests and valleys of a turbulent market. The last three years have seen extraordinary market turbulence and ever-changing market narratives – from COVID-19 to inflation, rising interest rates to geopolitical instability. Several regional banks received support from the U.S. government in the first quarter of 2023. As interest rates climbed, layoffs at major […]

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