Blogs & News

COVID-19 Scams

Important Message To All:

Attached is a link to an effective video, helping all to understand how we are scammed, spoofed and important information criminally compromised.  Raymond James has brought together 3 tenured and caring minds to share this information with us. I urge you all to take the 40 minutes to watch then share.

This does not only effect vulnerable adults!  In the recent past I have had clients, and several others, young and still working, affected.  These criminals are smart, and it is our responsibility to understand how they do their job. This video will bring you up to speed on a multitude of current scams along with the prevention of such.

I encourage you to share with those you care about. Do not assume we are “smarter than the criminals”. They work hard at their craft!

You will need to enter my name and email:

Kelli Young

Article also available on our Facebook page:

Blogs & News

Longevity Wealth Shares CNBC Article


Follow these 5 money rules while you’re still young—or ‘regret it later in life,’ says finance expert

Published Mon, Jul 6 202012:21 PM EDT

Morgan Housel, Contributor@MORGANHOUSEL

Personal finance hacks are not easy because shortcuts rarely exist. Rewards take time and effort. The personal finance industry — filled with advice that sounds and feels good, but doesn’t actually move the needle — needs to recognize this. 

Read more at the following link…..|email&par=sharebar

See the article on our Facebook page:

Blogs & News

Landscaping…. A Work In Progress

Our office is getting a face-lift!

Now that we have all of you, our clients settled, we have begun internal discussions of how to best serve you, make our office a welcoming place to meet, and updates to the outdoor and parking areas.  (see progress pictures).

As many of you know and have experienced through financial planning, updating, altering, and readjusting is all part of a good plan.  We have enjoyed you all being part of “our” plan, and will continue to share updates.

Please take advantage of your remaining peaceful days!


Blogs & News

Golden State Press Release

We at Longevity Wealth are so glad to be part of Golden States’ wonderful family of companies!

Download the press release here:

Golden State Adds Another in the Evergreen State: Welcome Kelli Young of Longevity Wealth in North Bend, WA