Mission Financial Planners, LLC

Mission Financial Planners, LLC is a financial planning firm based in San Antonio, TX. We serve cli

Cetera Investors is a marketing name of Cetera Investment Services. Securities and insurance are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. 900 Isom Road Suite 220 San Antonio, TX 78216.

Tax Freedom Day 01/15/2023

Tax freedom day: the day you begin earning money for yourself.

Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.

How to Read Your Credit Report 01/13/2023

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

How to Read Your Credit Report Solve a mystery while learning how important your credit report is with this story-driven interactive.

Surprise! You’ve Got Money! 01/11/2023

There are billions in unclaimed dollars in the US. Is some of that yours?

Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money.

Weekly Market Insights: New Year's Rally in Reply to Positive Economic News 01/09/2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Weekly Market Insights: New Year's Rally in Reply to Positive Economic News A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Consider These 3 Things Before Driving Off the Lot 01/09/2023

Take the time to think about these three things when shopping for your next vehicle.

Consider These 3 Things Before Driving Off the Lot There are a few things to consider when buying or leasing your next vehicle.

What Is a 1035 Exchange? 01/08/2023

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Quarterly Market Insights | Q4 2022 01/06/2023

Stocks ended a volatile fourth quarter with a slight gain, helping to repair some of the damage since the beginning of the year. Read more to dive into the details of how the final quarter of 2022 ended.

Quarterly Market Insights | Q4 2022 Stocks ended a volatile fourth quarter with a slight gain, which helped repair some of the damage since the beginning of the year.

Personal Finance Calendar 01/06/2023

Stay ahead this year with this handy Personal Finance Calendar.

Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.

Mastering Mobile Lingo 01/04/2023

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.

Mastering Mobile Lingo Do you understand these common mobile slang terms?

Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums 01/03/2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums

Pay Yourself First 01/01/2023

When was the last time you paid yourself first?

Pay Yourself First It sounds simple, but paying yourself first can really pay off.

U.S. Personal Savings Rate 12/30/2022

The savings rate is the government’s estimate of how much U.S. households are saving.

U.S. Personal Savings Rate What can be learned from the savings rate?

Please Leave Home Without It 12/28/2022

Concerned about identity theft? Some things to leave at home.

Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

How to Appeal Your Property Taxes 12/26/2022

Property taxes too high? Here are ways to potentially lower your assessment.

How to Appeal Your Property Taxes For homeowners who think their property taxes are too high, there are ways to appeal.

Data Thieves from Outer Space 12/25/2022

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Retiring Wild: National Parks and You 12/23/2022

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Retiring Wild: National Parks and You Get ready to enjoy America’s national park system with this helpful article.

Comparing Mortgage Terms 12/21/2022

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

Weekly Market Insights: Recession Concerns, Fed Talk Keep Stocks Cold 12/19/2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Weekly Market Insights: Recession Concerns, Fed Talk Keep Stocks Cold

Keeping Up with the Joneses 12/19/2022

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

You May Need to Make Estimated Tax Payments If… 12/18/2022

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Should I Buy or Lease an Auto? 12/16/2022

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

Spotting Credit Trouble 12/14/2022

How many credit cards do you have?

Spotting Credit Trouble The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Weekly Market Insights: Stocks Slide on Recession Concerns 12/12/2022

Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...

Weekly Market Insights: Stocks Slide on Recession Concerns

Countering Counterfeit Currency 12/12/2022

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Countering Counterfeit Currency Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The History of Currency 12/11/2022

Currency has been around for a long time. Here’s a quick lesson.

The History of Currency Currency has been around for a long time. Here’s a quick history lesson.

The Half Million Dollar Baby 12/09/2022

What does it actually cost to raise a child? You might be surprised.

The Half Million Dollar Baby The true cost of raising a child may be far more than you expect.

Monthly Market Insights | December 2022 12/08/2022

Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. Will we see a change in December?

Monthly Market Insights | December 2022 The Dow Jones Industrial Average gained 5.67 percent, while the Standard & Poor’s 500 Index picked up 5.38 percent. The tech-heavy Nasdaq Composite rose 4.38 percent.1

Buying vs. Leasing a Car 12/07/2022

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Buying vs. Leasing a Car Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Weekly Market Insights: Easing on Rate Hikes and Job Numbers Cheer Markets 12/05/2022

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

Weekly Market Insights: Easing on Rate Hikes and Job Numbers Cheer Markets

Historical Inflation 12/05/2022

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

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Roger Torres, AAMS Financial Advisor at Raymond James & Associates Roger Torres, AAMS Financial Advisor at Raymond James & Associates
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Jimenez Wealth Multifamily Offices, LLC Jimenez Wealth Multifamily Offices, LLC
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Wela Financial Advisory Wela Financial Advisory
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