MissionBridge Wealth

06/22/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

Take a look at this Thrive Guide, from our friends at Raymond James, for a list of ideas and unique resources.

raymondjames.com

06/21/2026

Today we celebrate the dads who encourage, support and inspire us through the different seasons of life. Wishing you a happy Father's Day!

06/18/2026

Baby Boomers and Millennials.
Same crisis. Different outcomes.
The Great Recession shaped both, but not in the same way.

For one, it meant protecting what was already built.
The other learned to build from behind.

Two generations. Same moment. Completely different lessons.

That contrast is still showing up in how markets behave today, and it's worth understanding why.

missionbridgewealth.com

06/16/2026

For those out there leading teams and organizations: How do you keep your mission visible, lived, and felt?

While our mission is written on our wall, we all know that words alone are just words.

Each week, our team gathers around a table, and one of the first things on our whiteboard is "Second Mountain Moments" (well, not verbatim, as you can see).

That squiggly graphic/word isn't what's meaningful. It's what comes from the space created to celebrate stories and to pause long enough to notice the meaningful moments.

From milestones in our kids' lives to stories from the people we serve, and often just sharing the unexpected conversation where someone crossed our path at just the right time, these moments remind us of the deeper good we're aiming to accomplish together.

We'd love to hear from others: What practices help your team stay connected to the mission beneath the work?

06/10/2026

Legislative changes can feel like one more thing on your plate.

If it feels like you have to sort through it all alone, you don't. We're here to help every step of the way.

Understand what's required, and how to stay ahead without the stress.

missionbridgewealth.com

06/09/2026

Losing a spouse can bring emotional and financial uncertainty. Knowing how Social Security survivor benefits work is an important step in moving forward.

This article shares six key things to remember. If you need guidance, our team has extensive experience helping surviving spouses navigate these decisions.

We're here whenever you need support.

missionbridgewealth.com

06/03/2026

Many of the people we work with have a heart of thinking beyond themselves in their financial plans, which is why each month we curate local opportunities to do just that. June is packed with ways to step in, show up, and make a difference. Check out some upcoming highlights below, and visit our page for even more ways to get involved: https://misssionbridgewealth.com/bridgetocommunity

✨ Support Individuals Experiencing Homelessness
Attend the Compassion Gala and be part of a powerful movement helping individuals rebuild their lives through employment and training opportunities. Your presence helps fuel pathways toward stability, dignity, and hope.

⛳ Serve Those Who Served Us
Get involved and by participating in the Tee It Up for the Troops charity golf tournament. This impactful event raises support for disabled veterans—combining community, connection, and purpose on and off the course.

🏅 Cheer on Local Champions
Show your support at the Special Olympics USA Games in Minnesota! Be a voice of encouragement for athletes who thrive on the energy of their community—your cheers can make a lasting impact.

05/29/2026

🎉 Happy 529 Day! 🎓

To celebrate, let's clear the air on some commonly misunderstood information about 529 plans.

How do 529s affect federal financial aid? What are the tax benefits? Am I better off funding a Roth IRA?

Every situation is unique, and we're here to help you make sense of it all. Reach out to discuss what's right for you and the people you care about.

savingforcollege.com

05/27/2026

We have a lot of conversations with business owners who've built something meaningful, but haven't fully stepped back to plan for what comes next.

This article is a great reminder: planning beyond the present isn't just about exiting someday. It's about protecting your people, your clients, and the legacy you've worked so hard to create.

And the good news is you don't have to do it alone.

Through our ASCENT Planning Process, we walk beside you to assess where you are today, build a strategy around what matters most, and execute a plan that carries your business—and your purpose—forward. Learn more at https://missionbridgewealth.com/ascent-business-planning

missionbridgewealth.com

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation. Their legacy lives on.