Dannell Stuart, Mission Wealth Partner is Featured on KEYT | Mission Wealth Management

1:37

Dannell Stuart, Mission Wealth Partner is Featured on KEYT | Mission Wealth Management

Dannell Stuart, Mission Wealth Partner is Featured on KEYT | Mission Wealth Management
Show Transcript

today we spent six weeks a year looking for misplaced stuff everything from keys to tax records so a group of professional organizers and financial experts got together to empower women to learn how to save hours of time every week news reporter ryan carmel has the highlights professional finance managers and organizers addressed a group of women at the santa barbara club the goal was to share ideas and how to save time by being more efficient in our everyday life financial experts say most of us hold on to too many paper documents for tax returns it’s seven years for real estate it’s usually you want to hold on to records until you sell the property plus seven years for retirement accounts you want to keep your quarterly statements until you get your annual statement and then as long as everything matches up you can get rid of the quarterlies but keep those annual statements until you retire services like internet bill pay online computer backup and password manager apps can help and they’re priceless in the event of an emergency it was really difficult to figure out what do i need to grab and

where is everything when you have things electronically stored you can store a lot more information in a much smaller space professional organizers say even those of us who create to-do lists waste time people don’t usually connect their to-do’s with their calendar so when you have a to-do list that’s great and that to-do list can go on and on but when you don’t connect that to a time system the rubber meets the road these organizers call their ideas systems and say each of them isn’t for everyone we all have to find a process that works for the way we think and stick to it ryan car

On May 15, 2012, Mission Wealth partnered with Radiant Organizing and Broadview Mortgage to host a unique and interactive workshop discussing the best practices for organizing and systematizing your financial life. Partner, Dannell Stuart explains to a group of women in Santa Barbara what financial and organization systems work best for our busy schedules.

Founded in 2000, Mission Wealth is a premiere wealth and investment management firm that manages over $4.8 billion in assets. The firm is headquartered in Santa Barbara, CA and has 21 other offices nationwide. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate planning, asset protection, philanthropic and charitable giving, tax planning, retirement planning and inspired living.

For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.

For more information on Mission Wealth, please visit www.missionwealth.com.

Connect with us online at:
Twitter: https://twitter.com/missionwealth
Facebook: https://www.facebook.com/missionwealth
Instagram: https://www.instagram.com/mission_wealth
LinkedIn: https://www.linkedin.com/company/missionwealth

Like, Comment and Subscribe!

Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Request an introduction.

Request an introduction.

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Kyle Buffo, CFP®

Client Development Advisor

Let’s align your wealth with your purpose.

Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.

Prefer a phone call? Call us: 805-902-4550