Skip to main content

  •  Tel: (913) 948-9694
  •  
  •  

  • Home
  • About Us 
    • What We Do
    • Our Approach
    • Our Services
    • Becoming A Client
    • MFP Dashboard
    • Privacy Policy
  • Speaking
  • Blog 
    • Subscribe
  • Contact
  • Virtual Planning

    You are here

  1. Home
  2. Blog

Blog

Year End Financial Checklist

Submitted by Mission Financial Planning on October 16th, 2017

It's the time of year to be thinking about year-end deadlines.  Here’s a quick checklist – not all-inclusive, but hopefully helpful:

Tags:
  • Taxes
  • Read more

Does the 4% Rule Apply to Early Retirement?

Submitted by Mission Financial Planning on October 5th, 2017

If the 4% withdrawal rule was created with a 65 year old in mind, what happens when you want to retire earlier?  How much would an early retiree have to reduce their withdrawal rate to accommodate a longer retirement?  Research has been done that suggests that you don’t have to reduce the 4% withdrawal rate too dramatically, even for very young retirees.

Tags:
  • 4%
  • Retiring
  • Read more

Kids and Money: Early Experience is Priceless

Submitted by Mission Financial Planning on September 26th, 2017

It’s good for young kids to have exposure to money, learning the  consequences that come with different financial decisions while the pain is relatively mild. 

Tags:
  • Personal Financial Planning
  • Roth
  • Read more

Equifax Security Breach

Submitted by Mission Financial Planning on September 19th, 2017

The recent Equifax security breach compromised names, Social Security numbers, birth dates, addresses, credit card numbers and driver’s license numbers. Our annual, gentle reminders to keep a watchful eye on credit reports have turned urgent. 

  • Read more

In Case of Emergency

Submitted by Mission Financial Planning on August 28th, 2017

The hurricane has me thinking about how to be prepared for emergencies.  I imagine families trying to contact each other, computers and file cabinets under water,  and businesses unable to function.  If you are somewhere that was not impacted by the hurricane, use it as a motivator to be prepared should a disaster hit closer to home. 

  • Read more

Budgeting for Wear and Tear

Submitted by Mission Financial Planning on August 23rd, 2017

A client reminded me of some good budgeting advice this morning; I thought I’d pass his comments along.

  • Read more

A 4% Withdrawal Rate in This Market

Submitted by Mission Financial Planning on August 16th, 2017

A convenient truth of a 4% withdrawal rate in this market is that dividends and bond income will come pretty close to covering it. However, once you start withdrawing more than the income the portfolio can predictably produce,  you are relying on growth to fund your spending.

Tags:
  • Investing
  • Retiring
  • Read more

Conservation Easements as a Tax Shelter

Submitted by Mission Financial Planning on August 15th, 2017

The IRS ruled in January 2017 that they had classified syndicated conservation easement investments as “listed transactions” with commentary that the IRS believes these investments carry a strong potential for “abusive tax avoidance”.

Tags:
  • Taxes
  • Read more

The Retirement Spending Smile

Submitted by Mission Financial Planning on August 13th, 2017

When people speculate about what spending will look like in retirement, they usually come up with some version of the go-go,  slow-go and no-go phases.  They assume spending will stay the same or increase for several years while catching up on the fun missed while working (go-go), that they’ll slow down after that (slow-go), and at some point will reach “no-go”, wher

Tags:
  • Retiring
  • Read more

Embezzlement Risk Assessment Questionnaire for Dental Offices

Submitted by Mission Financial Planning on July 21st, 2017

I received an email from David Harris at Prosperident offering free access to their Embezzlement Risk Assessment Questionnaire for free through the end of August.  This is a quick (15 minutes or less) online questionnaire that allows you to analyze if a staff member's behavior is consistent with embezzlement.

  • Read more
  • « first
  • ‹ previous
  • …
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • next ›
  • last »

Book a Meeting

Subscribe to Newsletter

Categories

  • 101 (3)
  • 4% (1)
  • 401(k)s (15)
  • Budgeting (3)
  • Cash Flow (8)
  • Charitable Giving (2)
  • Covid-19 (9)
  • Dashboard (1)
  • Debt (5)
  • Dental Practice Bottom Line (5)
  • Dental Practice Financial Planning (13)
  • Estate Planning (6)
  • Financial Independence (4)
  • Financial Life Planning (4)
  • Financial Therapy (3)
  • Getting to know us (1)
  • Home Ownership (2)
  • HSA (1)
  • Insurance (4)
  • Interviewing Professionals (3)
  • Investing (6)
  • IRAs (4)
  • Kids (3)
  • New Dentist (8)
  • Personal Financial Planning (22)
  • Retiring (37)
  • RMD Series (8)
  • Roth (5)
  • SEP (3)
  • Small Business Financial Planning (4)
  • Social Security (3)
  • Taxes (11)
  • Withdrawal Strategies (6)
5410 W. 61st Place
Mission, Kansas
66205 United States

  •  Tel: (913) 948-9694
  •  info@missionfinancialplanning.com
  •  
  •  

© 2021 Mission Financial Planning. All rights reserved.

Website Design For Financial Services Professionals