Blog

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.

There is ongoing academic research regarding how much money it takes to be happy, or at least satisfied, with one’s financial life. 

There are a few factors that should go into answering the question “which account do I withdraw from?”.

As advisors, we’ll think about several factors: 

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.

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

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. 

The holidays may seem an unusual time to talk about budgets and financial planning.

Sometimes dentists care so much for their patients and sacrifice so much for their employees that they short themselves and their own families.

COVID-19 UPDATE:  As of 3/28/2020, RMDs can be suspended for 2020 for those who prefer to leave that money invested.  

Updated for the new SECURE Act:  For any individual born after June 30, 1949, the required beginning date for Required Minimum Distributions (RMDs) is April 1 of the year after the year in which such individual reaches age 72 (or, in the case of certain plans, if he or she is still working, after the year in which he or she retires if later).