“Voluntourism” gives travelers an opportunity to enjoy a new place while also helping those in need. Now that vaccines are rolling out and things are reopening, why not see how you can give back during retirement and catch up on some travel in the meantime?
4 Things to Consider Before You Relocate for Retirement
It can be difficult to decide whether or not to relocate during retirement. This article includes some things to consider, whether you choose to stay where you are now, or opt to relocate to a new dream retirement destination.
Saving for Retirement and College at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? In this article, Jeff Avila explains how to reach both goals if you make some smart choices now.
Discover Your Next Retirement Hobby
No one loves every single thing about their workday, but when you’re retired you might miss the predictability, routine and challenges that your work gave you. Let’s shift our mindset from what we had and look at the opportunities that retirement presents.
Build Your New Bucket List
Get your family together and ask yourselves these three questions. Your answers will help you build a better bucket list full of things you’ll enjoy doing today and look forward to doing safely someday soon.
Estate Planning 101: Planning, Preparation and Process
Many of our clients have questions in regards to settling an estate after a loved one has passed. In this article, client Advisor Amanda Thomas shares her Estate Planning journey, discussing how she settled a family member’s estate after they passed. Click here to read more.
The Mission Wealth Social Values Portfolio: SRI, ESG and Impact Investing
What is SRI, ESG and Impact investing? In this video, Chief Investment Officer Kieran Osborne describes how the Social Values Portfolio can align and support your values with your investments, all while meeting your long-term financial goals. Click here to learn more.
A Handful of Hope Podcast: Seth Streeter on Redefining Wealth
Are we open to the life we really want? Join Seth Streeter and Jesse Brisendine as they discuss life, wealth and wisdom on this episode of the ‘A Handful of Hope’ podcast. Click here to listen to the full interview.
Benefits of Technology During Retirement
Before the pandemic, technology was something that, as a retiree, you could more or less choose to embrace. Today we all realize the important role that technology plays in keeping us together. It’s up to us to continue to embrace these tools, so we’ve put together some ways that you can use technology throughout your retirement.
Retire Happy by Giving Back
“How can I retire happy?” is a question that generations have asked. The professional skills you’ve honed during your career are still incredibly valuable even though you’re retired, so we’ve put together some of our top ways that you can retire happy and get back that sense of fulfillment.