Tax-Smart Strategies to Protect and Grow Your Wealthspan
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: The 10 Questions That Define Your Northern Virginia Retirement
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 Choices: How to Protect Your Financial Freedom
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.
Confusion to Clarity: How Technology Simplifies Financial Planning
Financial planning can feel overwhelming. Learn how technology turns complexity into clarity, empowering better decisions and extending your Wealthspan.
The Catch-Up Contribution: Make Your Next Decade Count
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.
Build Your Life Portfolio: How to Step Into Your Next Chapter
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
Why Longevity is About Your Calendar, Not Your Bank Account
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.
Wealthspan and Purpose: The Blueprint for a Confident Life
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.
The 5 Non-Financial Risks to Your Longevity Plan
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 $400,000 Gap Nobody Talks About: Healthcare Costs in Retirement
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: 7 Steps to Make It Last
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.
Clarity at a Glance: Seeing Your Financial Life on One Page
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.
Your Wealthspan, Explained: Why Retirement Is Just the Beginning
Retirement isn’t an end, it’s a launch.
Discover how Wealthspan helps your money, health, and freedom align for a confident future
The Last-Minute Boost
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.
Asset Classes: Building Your Portfolio for a Longer, Freer Life
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.
Risk, Initiative, and the Power of Planning: Poking the Box in Your Financial Life
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.
Are You Taking More Risk Than You Realize?
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.
Your Retirement Has Four Acts. Are You Prepared for All of Them?
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.
Your Retirement Is a Marathon, Not a Sprint
Most of us sprint toward a retirement date, a number in the bank. We treat it like a finish line, believing that's all there is to plan for. But what happens after you cross it? What do you do with the next 8,000 days? This isn't a short victory lap; it’s a second act. It's time to build a strategy that's ready for the whole race.
5 Steps to Smarter Retirement Planning
Retirement isn’t the end of the road. It’s the start of a new one. With the right plan, you can trade uncertainty for freedom and turn your savings into the life you’ve imagined. Here are five steps to help you prepare for a confident, fulfilling retirement.
