Finding Finacial Balance

I recently read that 47 percent of parents provide their adult children with financial support. Termed “parental patronage” by many, some parents even contribute more to their adult children than they do to their retirement accounts. For example, among parents providing financial support, the average monthly contribution towards their children is $1,384, while the average […]

Read More

What time is the right time for retirement?

RETIREMENT & LONGEVITY Age may just be a number, but when it comes to retirement, it matters. Retirement is a time meant for enjoying life without the pressure of work. For some, that means rediscovering life with their partner. For others, it means room to dig deeper into a neglected hobby (or find a new […]

Read More

Electric Vehicles Pull Out All the Stops to Attract Drivers

TECHNOLOGY & INNOVATION The appeal of electric vehicles is more than just low emissions—it’s higher horsepower, too. Years ago, the manufacturing and marketing of green products was mostly about higher purpose, with less emphasis on design, performance and emotional connection. Perhaps that’s why a significant gap existed between intentions and behaviors. In 2019, the Harvard […]

Read More

Financial Journeys: Quarterly Newsletter

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

Read More

7 Money Moves to Help Enhance Your Cash

RETIREMENT & LONGEVITY Sometimes savings can be easier to find if you know where to look. Beyond the generic advice of “saving more,” these nuanced strategies can help your cash flow. Here are some tips: 1. Find your match. Take advantage of employer matching so you don’t leave money on the table. If they match 3%, you’ve […]

Read More

Give Yourself Permission to Unplug

4 ways you can ward off relaxation-induced anxiety. Have you heard the term “stresslaxation” before? It affects some people, especially high performers, who have a hard time relaxing. It strikes when they’ve finally taken time away from work and other responsibilities to engage in self-care activities – but can’t get in the headspace to actually […]

Read More

What If Your Kids Decide Against College?

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for them? It’s a valid question that many families are facing as more and more people choose alternatives to traditional […]

Read More