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Reimagine Your New Year in 2022

In by Mission Wealth

Recently, Mission Wealth hosted its fourth virtual Wisdom Share for clients, family, and friends as a part of our Inspired Living™ program. During the event, our client advisors collaborated with small groups to crowd-source some of the most effective strategies, tools, and tips for gaining enhanced fulfillment in the new year, and boosting abundance in each of the 11 Dimensions of Life™. Read our top takeaways below.

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How to Make 2022 the Best Year Yet

In by Mission Wealth

Resolutions and goal setting are all the rage this time of year. But as excited as you’re feeling about your New Year’s to-do list, you might be overlooking four important factors that could help you accomplish more in 2022. View this article to see these four factors that will help you start your New Year off right and make 2022 the best year yet.

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Reimagine Your Ideal Retirement

In by Mission Wealth

During our recent Wisdom Share event, we met in groups to define top ways to boost your wealth and abundance throughout retirement. Read this article for a summary of tips we crowd-sourced for each Dimension of Retirement and to watch the video.

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How to Ease Your Transition into Retirement

In by Mission Wealth

Whether it is through phased retirement plans, or exploring part-time jobs, many people don’t realize their options when it comes to their transition into retirement. This article explains three of the benefits of downshifting, particularly for folks who are reluctant to stop working even if they have the means to do so.

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Put the Planning in Estate Planning

In by Mission Wealth

Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered, truly effective estate planning runs much deeper than just assigning assets and finding a notary.

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4 Tips for Building an Ideal Retirement Schedule

In by Mission Wealth

Your IRA and 401(k) haven’t magically grown all by themselves. Your nest egg is the result of years of planning and hard work, and so should your retirement schedule. Read these tips to plan your ideal retirement schedule.

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4 Ways to Make the Most of Your Day

In by Mission Wealth

Balancing work, family and health can be overwhelming, especially as many are heading back to the office. Here are four simple tips for finding more time throughout the day, tackling your busy schedule, and making time to live your best life.

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Finding Success During Difficult Times

In Wealth Management by Mission Wealth

After the uncertainty of the pandemic we can all agree that 2020 has demanded a lot from all of us – and this might not be going away any time soon. Read our 3-step approach to finding success during difficult times in this article.

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Rethinking Your Career

In Wealth Management by Mission Wealth

Has working from home given you a new perspective on the work you do? Changing jobs during the pandemic might seem like a challenge, but the shifting business landscape has also created new opportunities if you’re clear on your personal, professional, and financial goals. Read more in this article.

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Three Reasons Why You Might Want to Work Even When You Don’t Need the Money

In Wealth Management by Mission Wealth

It might sound a little crazy but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers” have discovered that part-time jobs or volunteer positions allow them to keep a nice pace in life and find a balance among using their talents, enjoying recreation, traveling, and spending time with family. Some of our most ambitious clients even start brand new companies in retirement.

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Millennials in the Marketplace

In Wealth Management by Jessica Mora

A millennial is defined as a person reaching adulthood in the 21st century (currently those between ages 22-37). This group makes up 25% of the overall population, now equal in size to the baby boomers. While this group is one of the most tech savvy, well-educated and diverse generations, they often get a bad reputation, especially when it comes to finances. So where do all the misconceptions stem from?

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Do You Work for Money or Work for Meaning?

In Wealth Management by Mission Wealth

We understand why so many people stick with jobs that don’t provide meaning—it’s the money. And working “for the money” is not all bad. Having financial security so we can provide for our families is obviously a worthy reason. However, as important as money is, feeling that the work we do is meaningful matters too. It’s better for our health. It’s better for our relationships. And it just makes getting up in the morning much more desirable.

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Meaningful and Happy Work: Lessons for Different Generations of CEOs

In Wealth Management by Seth Streeter

 An Interview by Seth Streeter, the Founder and CEO of Mission Wealth, with Jody B. Miller, the CEO of C2C Executive Search & Strategic Management and a Bestselling Author Most top CEOs around the globe have learned how to tackle virtually any challenge that comes their way. They have acquired skills through training and experience that allow them to handle …

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3 Secrets of Inspired Leadership and Real Success

In Wealth Management by Seth Streeter

 By Seth Streeter MS, CFP®, CEA®, CDFA™ Founder and CEO “In the heart of man there lies a question that holds the key to true success for himself and the greater all. It is a leader’s great privilege, joy and lament to know what the right question is.” — Anonymous As a lifetime learner of leadership, I constantly am searching …

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Recognizing the Spirit of Entrepreneurship in Women

In Wealth Management by Mission Wealth

 Mission Wealth was proud to sponsor the Spirit of Entrepreneurship Awards this past Friday, May 5 at the Coral Casino in Santa Barbara, CA. Dannell Stuart attended along with Kelly Marsh and Sara Caputo (pictured). With Lynda Weinman as Mistress of Ceremonies, and Pamela Webber of Santa Barbara Hotel Group as the recipient of the 2017 Rock Star: Life Achievement …

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The Great Shift for CEOs — From Struggle to Awakening

In Wealth Management by Seth Streeter

 By Seth Streeter, MS, CFP® CEO and Founder of Mission Wealth As a leader, in both business and community circles, I’ve enjoyed getting to know other leaders on an intimate level. I find it fascinating to get inside a leader’s head, to see what fuels them, scares them and awakens them to live a life of risk, exposure and potential …