From the Desk of Kelli…

How often are you bored? I was aimlessly phone surfing, while waiting for a ferry, earlier this summer. I came across an article titled “The Secret Power of Boredom” by Sydney Baker. It discusses why we find boredom so uncomfortable and the many benefits boredom provides us. It struck a nerve with me because I […]

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Washington State: Cares Fund

For those of you living (and working) in Washington state, the below offers information on a new payroll tax beginning next month. The below information is taken directly from a newsletter I received on this topic. If you live outside of Washington- my educated guess is this type of program will soon be nationwide. Delayed […]

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From the Desk of Kelli…

Many of you know that I work hard for you, my clients, however, may not know how I chose the company behind our compliance and other supports, Golden State. When determining who to partner with for my business, I interviewed no less than 15 firms. I created a spreadsheet (surprise) of attributes that I expected […]

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From the Desk of Kelli…

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 […]

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From the Desk of Kelli…

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 […]

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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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From the Desk of Kelli…

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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