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 […]
Read More
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
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
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 I know that some of the current financial headlines may be unnerving, but rest assured that Raymond James is well-prepared to weather changing or challenging market conditions. Our Chair and CEO Paul Reilly recently shared a message to our firm’s advisors and associates discussing recent bank shutdowns and Raymond James’ secure positioning through our prudent, […]
Read More