Longevity Wealth
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the earlier you consider how you expect to […]
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Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261
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For those of you living (and working) in Washington state, the below offers information on a new payroll tax beginning next month. The below information is taken directly from a newsletter I received on this topic. If you live outside of Washington- my educated guess is this type of program will soon be nationwide. Delayed […]
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Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood. Bad things happen to the best of us, and sometimes it […]
Read More Many of you know that I work hard for you, my clients, however, may not know how I chose the company behind our compliance and other supports, Golden State. When determining who to partner with for my business, I interviewed no less than 15 firms. I created a spreadsheet (surprise) of attributes that I expected […]
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FAMILY & LIFESTYLE Provisions of the SECURE Act 2.0 may allow for new flexibility with unused funds in certain education savings accounts. Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA. The industry is still striving to clarify certain specifics, but we do know the general […]
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TECHNOLOGY & INNOVATION Two truths and a lie about life on the road. It’s common to consider downsizing as you approach retirement, but maybe not to the extreme some are now doing. Think “no permanent residence.” There’s a trend of so-called digital nomads, defined as people who choose to live “a location-independent, technology-enabled lifestyle” that […]
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RETIREMENT & LONGEVITY Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: You don’t have to make $1 million to save $1 million. Many individuals who are saving for retirement aim to have at least $1 million in their retirement accounts when they […]
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