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.
How to Make 2022 the Best Year Yet
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.
Reimagine Your Ideal Retirement
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.
Deciding if it’s the Best Time to Move
The red-hot housing market is full of both challenges and opportunities for those who might be eyeing a move. These four questions in this article will help you think about what you really want in a new home, what you should expect in this competitive environment, and what we can do to help.
Working from Home While Fulfilling Your Inspired Life
The number of people working from home has been accelerating and it’s become the “new normal” for many. In this article we have put together four things to consider if you are looking to make working from home your long-term strategy.
TEDxSantaBarbara | The Untethered Life: Wealth Redefined | Seth Streeter
Watch Seth Streeter’s TEDtalk and redefine what wealth means to you. Learn about about conscious wealth and explore Mission Wealth’s Inspired Living™ services which put Seth’s framework into practice.
Wisdom Share | Crowd-Sourcing a Wealth Mindset
During Mission Wealth’s recent Wisdom Share event, we met in groups to define top ways to boost your wealth and abundance within each of the 11 Dimensions of Life™. Read this article for a summary of tips we crowd-sourced for each dimension.
Watch the INSPIREDtalk | Un-Stuff Your Life with Andrew Mellen
Learn some powerful ways to stay organized, gain extra hours in your week, and un-stuff your life with these tried and tested tips. Watch the video and read the top takeaways from Andrew Mellen’s INSPIREDtalk here!
Will the Pandemic Change the Life Value of Your Vacation Home?
Although buying a vacation home is a common financial goal, many find that the hassles outweigh the benefits. The pandemic has created a shift in how we see the value of properties, as well as vacations, so we’ve put together three reasons why a vacation home might be a long-term life value addition.
Get Away in Your Own Backyard
Travel plans may be disrupted right now, but there are still opportunities to get outside and stay safe during the coronavirus pandemic. Read more about ways to get away during the pandemic here.
Will a Vacation Home Provide a Good Return on Life?
Vacation homes can provide decades of enjoyment, and untold memories. The home itself can even last for multiple generations within your family. On the flip side, these homes can create an extra layer of headache, stress and expense that can often seem to be more trouble than it’s worth.
Get Your “House” in Order Before You Retire
Once the kids are moved out, it’s just you, your spouse, and whatever is still boxed up in extra bedrooms and the basement. Whether you’re looking for joy or just a little less space and stuff to manage, you might be thinking about decluttering and “downsizing” into a smaller home before you retire.
4 Ways to Feel More “At Home” in Your Home
Your home is an important part of your financial plan because we have to consider your rent or mortgage, utility bills, maintenance, and taxes as part of your monthly and long-term financial picture. But to get the best life possible with the money you have, your home should also be a safe place that makes you feel comfortable and relaxed.