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PCBT Names Mission Wealth in 2018 Fastest Growing Companies List

In Articles, Firm Announcements by Mission Wealth

The 2018 PCBT Fastest Growing Companies list is a special section that highlights the year’s fastest growth superstars, featuring both public and private companies in the Tri-Counties. Every year the weekly business journal compiles and announces this prestigious accolade to honor the top companies with a strong presence within its readership areas of Ventura, Santa Barbara and San Luis Obispo counties.

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4 Smarter Ways to Financially Help Your Adult Children

In Articles, Estate Planning, Wealth Management by Mission Wealth

According to a recent study by TD Ameritrade, 25% of baby boomers are supporting their family members.. Support to adult children averages out to $10,000 per year. That’s $10,000 that boomers aren’t saving, contributing to retirement accounts, or investing. Can your retirement afford that kind of generosity? If you fall short of your retirement goals, is the adult you’re bailing out going to bail you out during your golden years? Before you write your struggling young adult another big check, we’ve identified four key questions you can ask yourself.

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Investing in 2018: Tuning Out the Noise

In Articles, Investments by Brian Sottak

While 2017 was largely categorized by low volatility and muted headlines, 2018 has seen an increase in volatility (still well below historical norms) and a meaningful increase in market-moving headlines that can often lead investors to make irrational decisions. It is important to look beyond these headlines, tune out the noise, practice discipline, and take a long-term perspective.

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Tips to Help Your Kids Build Credit in College

In Articles, Wealth Management by Jessica Mora

Beginning to build credit is an important step for your children to take as they begin to become more independent, but they may require some help along the way. After all, a credit score is more than just a number. It affects being able to rent an apartment, purchasing a car, insurance premium prices, qualifying for a job, and can even affect personal relationships down the road. The sooner your kids can begin constructing a healthy credit score and good credit habits, the more they will be able to do on their own, and the less they will need to depend on you.

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How to Have More Fun and Meaning in Retirement

In Articles, Redefining Wealth by Mission Wealth

The only thing better than sleeping in is jumping out of bed early because you’re energized and excited for the day ahead. This is the kind of active and fulfilling retirement that we love to help our clients prepare for. Here are some ideas for creating a new retirement schedule that will keep you growing, learning, experiencing new things, and making meaningful connections with your community.

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Important Financial Lessons for Your High School and College Age Kids

In Articles, Wealth Management by Dannell Stuart

A friend recently asked me if I would sit down with her and her two sons to talk about the most important financial lessons they should consider as they start to plan their future. The older one was getting ready to start college, with the younger one just a few years behind. Of course I jumped at the chance to inspire these young minds with steps they can take now to help ensure their financial security!

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Pacific Coast Business Times Honors Michelle Winkles on 40 Under 40 List

In Articles, Firm Announcements by Mission Wealth

The Pacific Coast Business Times announced the honorees of the 18th annual 40 Under 40 awards this week, naming Michelle Winkles, Mission Wealth Director of Marketing, to the 2018 list. This year, the Business Times selected the region’s top up-and-coming professionals under the age of 40, in an array of industries including finance, professional and other business services, real estate, technology, nonprofits, health care and education.

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Spotlight on the Team: Jessica Mora

In Articles, Firm Announcements by Mission Wealth

Mission Wealth’s Spotlight on the Team for August is Client Advisor Associate Jessica Mora. Jessica achieved her CERTIFIED FINANCIAL PLANNER™ certification this month, and she has been a part of the Mission Wealth team since 2017. In her role at the firm, she gathers up-to-date data and documents from clients, putting together financial analyses for wealth management reviews and year-end reviews. In this interview, Jessica discusses growing up on the Central Coast, her love of the outdoors and her interest in behavioral finance.