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A Holiday Family Meeting Can Ring in a Productive New Year

In Articles, Inspired Living by Mission Wealth

The holiday season might not seem like an ideal time to have a serious conversation with your immediate family. All that shopping, decorating, cooking, and celebrating can be time-consuming and stressful enough. But if you’re nearing retirement age and your children are becoming more independent, the holidays might be your best shot at getting everyone to sit down, open up, and plan for the year ahead.

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Financial Basics for Millennials

In Articles, Inspired Living, Wealth Management by Mission Wealth

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 the opportunities life has to offer, you’re also aware of your emerging financial responsibility. In the financial realm, the millennial generation (young adults born between 1981 and 1997) faces a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.

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How to Make Your Empty Nest Time a Prime Time in Your Life

In Articles, Inspired Living, Retirement by Mission Wealth

This empty nest transition can be very emotional. And in some cases, like children who stay on your health insurance until age 25, the break isn’t as clean as it used to be. But this change should also be exciting! Here are some tips on how you and your spouse can stay positive and make the most out of all your new free time, all that new space, and hopefully, all that extra money.