Achieving a Better Life Experience

FAMILY & LIFESTYLE An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important. Key Takeaways What is the ABLE Act? The ABLE Act – formally, the Stephen Beck Jr. Achieving a Better Life Experience Act of 2014 – was created to give individuals with disabilities and their families […]

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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023Near-record levels. Provided by Kelli Young, ChFC The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement Accounts (IRAs). IRA contribution limits are up $500 in 2023 to $6,500. […]

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Weave more of what you love into everyday life

FAMILY & LIFESTYLE How to mindfully incorporate your favorite things in your day to day A recent study found that Americans rated listening to their favorite song, enjoying a nice dinner and watching their favorite movie as the top three “little things” that bring joy. While they’re all pretty easy to incorporate into life, more […]

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Making the Most of Medicare’s Open Enrollment Period

RETIREMENT & 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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From the Desk of Kelli…

My Grandfather’s Hidden Treasure and a New Picture Our office just hung a new piece of art from a local artist. It’s a photograph taken by his grandson when he was 13. It’s a lovely picture taken in the Olympic National Park, peering through several large cedars along a rocky river. I had a few […]

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Staying the Course

Clients, I recently received this chart that I would like you to review. Please see the below PDF attachment. It contains a lot of information; but it’s the first chart that is most important. You have heard me say many times that I work with and invest my clients’ money on a “macro economic” level. Staying […]

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Biohacking: Optimize your body and brain to live better

Biohacking: Optimize Your Body and Brain to Live Better

TECHNOLOGY & INNOVATION Engineer your ultimate life with high-and low-tech solutions. In a quest for immortality, you may conjure images from the silver screen. Billionaires and rogue scientists in hidden labs, testing the bounds of human limitations with experimental concoctions, hoping to induce superhuman capabilities. And while Hollywood’s version is fanciful, it’s not that far […]

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