Making the Most of Medicare’s Open Enrollment Period

RETIREMENT AND LONGEVITY Ask yourself a few questions to make sure you’re getting the most from Medicare. Mark your calendar for Medicare’s open enrollment season: between Oct. 15 and Dec. 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage. During this time, you can change from Original Medicare […]

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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 […]

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Another Great Client Event

Another great client event: Longevity Wealth had a wonderful group join us for an hour creating cards. It’s so important to step away from personal/professional business to create and laugh together! Not much else to add as these pictures speak for themselves…. Stay tuned for another event coming early next year. Live On and Live […]

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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 […]

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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 […]

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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 […]

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Ways to Fund Special Needs Trusts

A look at the different choices & strategies. Provided by Kelli Young If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those […]

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Economic Lessons from Used-Car Inflation

Various factors drive used car prices. Inflation is defined as the general upward price movement of goods and services in an economy. The key word is “general.” Inflation tends to be uneven and affects the price of some items more than others. If you’ve been in the market for a used car, you’ve learned a […]

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