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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Another Great Client Event

Another great client event: Longevity Wealth had a wonderful group join us for an hour creating cards. It’s so important to step away from personal/professional business to create and laugh together! Not much else to add as these pictures speak for themselves…. Stay tuned for another event coming early next year. Live On and Live […]

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Quarterly Economic Update

In this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind. Europe’s economic outlook remains positive. Stocks retreat from record highs; confront a bevy of challenges THE QUARTER IN BRIEF Overcoming rising Delta variant infections, a slowing economic expansion, and growing inflation worries, stocks raced higher through the course of the […]

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From the Desk of Kelli…

Recent Event to Brainstorm, Share and Learn In Mid-September I attended a long-awaited event with Golden State. They are a fantastic company I chose to partner with in my future business endeavors. They are forward thinking and incredibly supportive. They are the behind-the-scenes folks that allow me to work hard for you, without many hiccups. […]

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From the Desk of Kelli…

The importance of a card, both receiving and giving Earlier this year, I wrote about cards and how much a simple note can mean to those isolated. I have had the incredible opportunity to work with individuals and families for over 30 years and truly understand the importance of connection throughout our lives. We can […]

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