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Mission Financial Planning, Inc.
19 followers -
Fee-Only Financial Planning for Dentists and their Families
Fee-Only Financial Planning for Dentists and their Families

19 followers
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Mission Financial Planning, Inc.'s posts

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It's well worth a few minutes to check for unclaimed assets; check for yourself and your family.

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New Blog Post: Increasing Security on our Client Dashboards - Many of our clients use the Mission Financial Planning Dashboard (click here to learn more about the Dashboard) to track spending and have the ability to look at their finances "at a glance", all in one location.  To maintain the security of the Dashboard, we recently added 2-Factor Authentication. read more

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New Blog Post: How Much Money Does it Take to be Happy? - There is ongoing academic research regarding how much money it takes to be happy, or at least satisfied, with one’s financial life.  While the numbers vary, at a certain point, studies show that increases in annual income no longer seem to bring greater happiness. read more

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New Blog Post: Withdrawal Strategies: Deciding Which Account to Withdraw From

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New Blog Post: Avocado Toast: Trending Topic in Finance - Avocado toast is the silly yet controversial topic of the month in the world of finance and social media.  It started in Australia with millionaire and real estate mogul Tim Gurner commenting that if millennials gave up avocado toast (representing discretionary spending much like a Starbucks Latte has come to represent here) they could afford to buy houses. read more

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New Blog Post: KPIs in the Dental Practice - Dentists:  We have started working with a practice analytic software company to provide an add-on service for those clients who may want help quickly and easily tracking what’s going on in their practice.&nbs read more

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Reminder: The deadline for taking your 2016 Required Minimum Distribution is December 31st.
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New Blog Post: Evaluating your Home Owner's Insurance - A few things to check on your home insurance: Be sure you have enough coverage to allow you to rebuild in the event of a catastrophic loss.  read more

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New Blog Post: The Holidays and Financial Planning - The holidays may seem an unusual time to talk about budgets and financial planning. read more

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New Blog Post: When Can I Stop Working? - A common question I hear is “when can I stop working?”  Not that the client necessarily wants to stop working, they just want to know that they can stop.  That read more
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