Double the inheritance, double the planning

FAMILY AND LIFESTYLE Women may be in for double the planning when it comes to managing windfalls. Inheritances are a blessing that can relieve old debts while opening doors you didn’t know existed. However, as fortuitous as an influx of wealth can be, the emotional and administrative complexities that often come along with sudden wealth […]

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From the Desk of Kelli…

2 Years of What? It has now been 2 years since we opened the doors to Longevity Wealth. No congratulations are due, but instead admiration for those that paved the way for me to become a female financial planner and wealth manager. There are several brilliant minds who encouraged me to continue my quest to […]

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Quarterly Economic Update

In this Q1 recap: Global financial markets rattled by the Russian invasion of Ukraine. Inflation pressures rise as oil prices surge and supply chains become further stressed. The Federal Reserve is taking its first steps toward monetary normalization. A review of Q1 2022 THE QUARTER IN BRIEF Financial markets abhor uncertainty, and Russia’s invasion of […]

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From the Desk Of Kelli…

Sometimes You Just Have to Get on The Floor! There are so many things I SHOULD be doing that I don’t. Every day I receive reminders of these through my different morning readings and if allowed could really drag me down and reinforce my negative self-talk. Today was no different but the reminder was my […]

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Now Hiring

Job Posting Longevity Wealth Job Description: Client Service Associate Longevity Wealth is a unique Financial Planning Firm in North Bend that is looking to hire a part time contract employee. We have a small office in downtown North Bend with an excellent and supportive work environment.  We assist clients in many areas of their financial […]

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