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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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. […]

Read More

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 […]

Read More

Life Insurance with Extended-Care Riders

As conventional extended-care policies grow costlier, alternatives have emerged. The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care policies. This can be particularly challenging if you’re in a high-risk group. Around 7 out of […]

Read More

Baseball’s $300 Million Players

Even ballplayers prepare for the future. The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts.1 From […]

Read More