Longevity Wealth
You Took a Risk and Trusted Us. I work in an industry that requires a lot of trust and I work hard to earn that right to work with each of you every day. Recently we held a self-driven event called the Longevity Wealth Gumball Challenge. It asked clients to take on another risk, by […]
Read More Last fall I travelled across the country to visit clients which either had moved out of the area or I had never had the chance to meet yet. One morning, after a beautiful hike, I stumbled across a small town in Illinois. As I walked the few short blocks, I came across a tattoo parlor […]
Read More 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 […]
Read More Days = Years = Wisdom: Don’t be afraid of Wisdom I have determined that along the way, I sometimes become ashamed or embarrassed about baseless facts, such as getting older or hearing what’s important to others and then allowing myself to fit into a box that doesn’t belong to me. I haven’t become the age […]
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Blindsided – With My Eyes Wide Open. This happens to us all the time- whether we like to admit it or not. It all began with a lovely breakfast on the patio of our hotel in Florence, Italy. We headed to the train station, bound for Rome. A quick 90-minute journey for leg 4 of […]
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2 Years of What? It has now been 2 years since we opened the doors to Longevity Wealth. No congratulations are due, but instead admiration for those that paved the way for me to become a female financial planner and wealth manager. There are several brilliant minds who encouraged me to continue my quest to […]
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Update on Long Term Care Legislation in Washington Written by: Kelli Young, Longevity Wealth There has been much debate over the legislation enacted in 2019, House Bill 1087. The intent is to provide limited long-term care benefits for residents, funded through a mandatory payroll tax, with the ability to “opt-out” if equivalent coverage was in […]
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What’s Behind Kelli’s Black Eye? So, you ask? Well, on a recent weekend I fell at our beach home. I’d like to tell you a great story, but I fell getting into the bathtub. It’s a 40-year-old home and although we are planning a big remodel, AND I thought a temporary fix to the bathtub […]
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