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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Longevity Wealth Shares CNBC Article

SAVE AND INVEST Follow these 5 money rules while you’re still young—or ‘regret it later in life,’ says finance expert Published Mon, Jul 6 202012:21 PM EDT Morgan Housel, Contributor@MORGANHOUSEL Personal finance hacks are not easy because shortcuts rarely exist. Rewards take time and effort. The personal finance industry — filled with advice that sounds […]

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