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We specialize in providing timely and thoughtful advice when you are faced with events such as retirement, divorce, loss of a loved one, sale of a company or diminishing health. We are with you through your ups and downs, to help you navigate your path with prosperity and confidence. If you are looking for an article on a specific category or topic, please use the search features below.

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Sustaining Your Family Financial Legacy

  According to many studies, 70% of families lose their wealth in two generations; 90% lose their wealth in three. And while the reasons for these dramatic losses vary, open...

Stay Healthy and Wealthy in Retirement

Staying healthy and wealthy in retirement is a common goal but the best health care is preventative, especially in the early years of retirement. Here are 4 ways to keep...

Travel and Give Back with Voluntourism

“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...

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...

Habits that Help Lead to Financial Freedom

Financial freedom is a common goal as it includes savings, investments and guidelines to reduce money-related anxiety for both you and your family. These tips can help you define what...

The Biden Administration Tax Plan

Now that the election has passed, Americans are looking for guidance as to what they should be doing, or not doing, about their taxes before the end of 2020 and...

6 Ways to Give Back this Holiday Season

This holiday season is definitely unusual, but we can still show our neighbors and community that we care. Read our top 6 ways that you can give back this holiday...

Top Tips for a Fun Virtual Holiday

It’s the time of year when we want to be closest to our loved ones, so we’ve put together some of our top tips for a fun virtual holiday –...

Finding Success During Difficult Times

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...

The Science Behind a Billionaire Mind

In this two-part podcast interview, listen to Seth Streeter and Ananya Dugar, host of the Rising High Podcast, as they reflect on the true meaning of wealth – and how Seth...

Fun this Fall (Despite the Pandemic)

Fall is approaching, but can we enjoy it safely? Here are some ways to have pumpkin-spiced fun this fall – despite the coronavirus pandemic.

Goal Setting for the Remainder of 2020

As the last few months of the year come to an end, we’ve put together three questions that can help you put an action plan in place to achieve your...

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...

A Blind Man With Vision

Read about Hein Wagner’s outlook on life, and its unending possibilities. We’ve highlighted some of the best lessons that have served to keep the well known motivational speaker focused on...

Rethinking Your Career

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...

Make an Impact by Building Your Charitable Network

If Covid-19 and social justice movements have inspired your charitable side, you might consider approaching philanthropy the same way you would approach a career move. Here are some ways that...

Bring Your Family Together with Philanthropy

With so many people needing so much help right now, parents and grandparents have a unique opportunity to teach younger family members the value of giving back. We’ve put together...

What Makes a Good Life?

“What makes a good life?” is a question that we have all asked at one point or another, but what does ‘good’ mean, and how can it be attained? We’ve...

Spotlight on the Team: Jose Monreal

Mission Wealth’s Spotlight on the Team for September is Senior Client Advisor Associate, Jose Monreal! Jose joined the Mission Wealth family in September 2020, and has 3 years of experience...

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...

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...

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...

How To Reduce Spending During Quarantine

Reducing the amount of money you spend is essential in times like these. Knowing that this is not an easy thing to do, Client Advisor Skyler Kraemer provides some exercises...

What is Tax Loss Harvesting?

At Mission Wealth we proactively tax loss harvest across our client’s taxable accounts where suitable and when opportunities present themselves. This video explains what tax loss harvesting is and how...

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...

Adapting to Change During a Pandemic

Things may seem very still right now as we stay home to flatten the curve, but actually we are all subtly adapting to the changing environment. Learn more about the...

Does Your Quarantine Health Level Up?

Does your quarantine health level up? The impact of coronavirus (COVID-19) has increased awareness of global healthcare, but don’t forget your own health.

The Family Dimension of Wealth

Wealth is more than just how much money we have, and family relationships are often what matters most. Read these tips to see how you can grow your Family Dimension...

Our Commitment to Service

As we all watch the Coronavirus situation unfold across the globe, our thoughts are with those affected by the virus, their families, and their respective communities.

Education Opportunities for Thriving Retirees

Retirees across the United States are heading back to campuses when they retire. In fact, many colleges and universities have started tailoring programs specifically for those who want to start...

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...

Mission Wealth Retirement Guide

Mission Wealth can provide you with the information you need to help grow your wealth and protect your assets for the future. In this guide, we’ll take you through some...

Spotlight on the Team: Greg Smith

Mission Wealth’s Spotlight on the Team for December is Client Advisor and Compliance Associate, Greg Smith! Greg joined the Mission Wealth team over sixteen years ago and has over 29...

The Uncommon Average

The importance of having a long-term investment philosophy — combined with disciplined rebalancing — cannot be overstated.

Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might...

Why You Need Travel Insurance

If you get sick, lose your suitcase, or have to cut your trip short, will any of your existing insurance policies cover your expenses or reimburse you for your losses?

The Longevity Effect

This generation of retirees is going to live longer than any in history. Today’s seniors are healthier, more active, and receiving better preventative care than ever before. On top of...

The Index Bogeyman

Should the rise of index funds be a cause of concern for investors? Using data and reasoning, we can examine this assertion and help investors understand that markets continue to...

Investing as a Couple: Getting to Yes

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that...

Spotlight on the Team: Grant Franklin

Our Mission Wealth spotlight for the month of January is Grant Franklin, our new Investment Associate. In his role, Grant is responsible for trading, investment research and portfolio performance analysis....

Sudden Wealth

What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had...

Millennials in the Marketplace

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...

Leaving a Legacy

You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be...

Financial Basics for Millennials

With age comes responsibility, so if you’re a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all...

Charitable Bunching

If a taxpayer is making charitable donations, and that potential deduction, along with their state and property taxes and their mortgage interest do not exceed their Standard Deduction, then they...

Starting or Buying a Business

So, you’re thinking of going into business for yourself. You have several options available, and all involve some degree of risk. Do you want to create a start-up operation? Perhaps...

Why Women Need Life Insurance

Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home...

Dealing with Divorce

Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge...

Are You Ready to Retire?

There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that. While age is still an...

Caring for an Aging Parent

As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if...

529 College Savings Plans

529 College Savings Plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12...

How to Have More Fun and Meaning in Retirement

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...

Spotlight on the Team: Jessica Mora

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...

Create a Simple Plan to Achieve More in Life

We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so...

Spotlight on the Team: Jenna Rogers

Mission Wealth’s Spotlight on the Team for June is Client Advisor Jenna Rogers. This month marks her 10-year anniversary with Mission Wealth! In this interview, Jenna reveals how traveling played...

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...

Should I Invest in Bitcoin?

As an investment, Bitcoin elicits polarizing views. Proponents may argue that bitcoin is on the verge of the greatest bull run ever, while critics consider the currency worthless and a...

Do You Work for Money or Work for Meaning?

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...

New Alliance Spurs Social Investments

Mission Wealth’s social values portfolios create a basket of stocks that mimic the broader market and rank highly on a scorecard of environmental, social and corporate governance practices.

Are You Living Your Life On Purpose?

If you feel like your life is something that just happens to you, it’s time to reassess how you’re spending your time. Feeling that your life has purpose will become...

How to Start Improving Your Health Right Now

If you’re struggling to stay active as you age, or worried that you can’t afford a healthier lifestyle, come talk to us. We’ll help you review your budget, analyze your...

Spotlight on the Team: Jeff Avila

A client advisor with Mission Wealth, Jeff Avila joined because of the firm’s culture of focusing on helping clients improve their financial outcomes. Jeff, who is a California native and...

Is Your Money Being Used to Improve Your Life?

With Inspired Living™ you can create a strategy to gain more fulfillment from your money than ever. Use your money to improve your life, and start living your Inspired Life...

4 Myths Women May Believe About Their Money

As a Certified Financial Planner designee, I spend the majority of my time meeting with people to learn about their current financial situations and how they got there. I constantly...

Avoid Being An Average Investor: 7 Rules

After reviewing thousands of financial statements, we have a good idea of where most people make mistakes and what behaviors can be adjusted to improve performance. The following are seven...

Spotlight on the Team: Brian Sottak

Our January team spotlight is on our Santa Barbara based client advisor Brian Sottak, who recently achieved his CFP®. At Mission Wealth, Brian creates tailored financial strategies and offers trusted...

Your 2018 Financial To-Do List

New year, new you, right? Unfortunately, it’s not as easy as it sounds. Between getting back to the gym, eating better, getting organized and sleeping 8 hours, one of the...

Avoiding Gaps in Your Insurance Coverage

Financial planners take a holistic approach to a client’s finances, and while growing investments is an important goal, protecting the client’s wealth should be another. Generally speaking, the more wealth...

5 Strategies To Manage Debt

Over the years, we have become a debtor nation, not only at the government level but across all facets of our economy and especially the average consumer. With the increasing...

What Helped You Grow Exponentially as a Leader?

We all have that one thing that we know has grown our leadership. In this article, Leadership Development Network executive committee members and champions were asked what they saw as...

Spotlight on the team: Andy Penso

Mission Wealth Partner and Client Advisor Andy Penso is our Spotlight on the Team interview this month. At Mission Wealth, Andy delivers customized financial planning, risk management and tax planning...

The Power of Long-Term Investing

Given where we are in this current business cycle, now 8 ½ years into a monumental bull-market run, investors are left asking themselves “how much longer can this rally continue?”...

5th Annual Heroes of Hospice Luncheon

Mission Wealth was in attendance at the 5th annual Heroes of Hospice Luncheon. The event recognized exceptional community volunteers that have demonstrated strong support of the Hospice of Santa Barbara’s...

Looking Back at a Fun Summer

Mission Wealth is welcoming fall with open arms. In celebration of this new season, we want to share some of our summer highlights with you. We traveled with family and...

Equifax Data Breach Update

A data breach at Equifax has exposed the sensitive data of as many as 143 million people. Hackers may have accessed information including full names, Social Security numbers, addresses, birthdates...

Making Your Health Your Wealth in 2018

As a holistic wealth advisor, I am committed to helping my clients achieve true abundance in their lives across multiple dimensions. Physical health is a critical foundation of wealth, and...

Mission Wealth is Growing!

Through our recent expansion, staff growth and website overhaul, Mission Wealth has increased and enhanced our presence in the Western United States in order to strengthen our connection with our...

Success: Your Financial Transformation

    By Seth Streeter, MS, CFP® Founder and CEO   How do YOU define success?  Many people believe that the best measure of whether they have “arrived” in life is...

Build Your Intentional Retirement Strategy

    Author: Seth Streeter, MS, CFP® CEO at Mission Wealth Retirement decisions today are far from a straight line equation. There are many factors that need to be considered as you direct...