Just like pruning a blueberry bush encourages stronger growth, selling underperforming investments strategically can help your portfolio flourish. Learn how tax-loss harvesting and rebalancing can reduce taxes, strengthen your investments, and maximize long-term wealth."

Unlock hidden retirement strategies. Mega Backdoor Roth contributions can grow tax-free and extend your freedom.

Taxes quietly erode even the best-built retirement plans. Strategic tax planning turns complexity into clarity helping you keep more of what you earn, reduce stress, and extend your Wealthspan.

Learn how tax-smart strategies transform high income into lasting freedom.

Stop settling for generic advice. This strategic guide for Northern Virginia pre-retirees provides 10 non-negotiable questions to ask before hiring a retirement financial advisor. Start your Wealthspan Review.

Medicare isn’t one-size-fits-all. The wrong choice can cost thousands in hidden expenses but the right one can safeguard your health and financial freedom.

Medicare expert Laurel Corridon breaks down what every retiree needs to know before enrolling and how smart planning keeps your wealthspan intact.

Financial planning can feel overwhelming. Learn how technology turns complexity into clarity, empowering better decisions and extending your Wealthspan.

Turn age 50+ into an advantage. Learn how catch-up contributions to your 401(k) and IRA can boost retirement savings, reduce taxes, and manage Medicare costs.

Retirement isn’t an ending. It’s a new beginning. A Life Portfolio helps you align your skills, energy, and purpose to create a chapter filled with meaning and connection

Blue Zones prove that a strong sense of purpose is the real key to a long, healthy life. Your wealth plan should be a purpose plan, creating the sustained income to guarantee your freedom.

Retirement isn’t a finish line, it’s a launchpad. Wealthspan helps your money, health, and purpose align so you can live decades of freedom.

Wealth alone won’t secure your future. Explore the five non-financial risks that can shrink your freedom and learn how to protect your wealthspan.

The average American will spend over $400,000 on healthcare in retirement, yet most people never budget for it. The question isn't whether you'll face these costs. It's whether you'll be ready when they arrive.

Your wealth has a lifespan. This 7-step roadmap shows you how to make it last as long as you do, building clarity, resilience, and freedom at every stage.

Retirement planning doesn’t have to feel overwhelming. Asset Map gives you a clear, one page view of your finances, from 401k accounts to insurance, so you can make smarter choices and extend your wealthspan with confidence.

Retirement isn’t an end, it’s a launch.

Discover how Wealthspan helps your money, health, and freedom align for a confident future

If you’re 60–63, 2025 gives you a unique opportunity to supercharge your retirement savings with higher catch-up contributions. Starting in 2026, high earners will need to make catch-ups as Roth contributions, making planning more important than ever.

Your portfolio isn’t just numbers. It’s the foundation for your financial freedom. Discover how stocks, bonds, cash, and alternatives work together to extend your wealthspan and secure a life of choice, health, and purpose.

Retiring with confidence isn’t about predicting the future. It’s about taking initiative today. At Longevity Wealth Strategies, we help you move from passive waiting to proactive planning so your wealth becomes a launchpad, not a risk.

Many investors unknowingly take on more risk than they’re comfortable with and it often shows up as unnecessary stress. In this edition of The Longevity Files, we share a real client story where Nitrogen’s Risk Analyzer revealed the mismatch between their true comfort level and their portfolio.

Retirement is a long retirement is a play with four distinct acts, each with a different pace, different challenges, and different needs.

Your plan needs to be ready for all of them, from the "honeymoon" to the final journey.