Prosperity Planning - Independent Financial Advice - Kansas City Northland

 

Our pledge is simple... to make your financial life easier by helping you make good decisions with your money. We provide objective advice, professional investment management, and highly personalized service. Whether you are planning for major life changes or just want a second opinion, our advice is based on only one thing - what is best for you.

Front Row: Patti Pluenneke, Cindy Richey, CFP®

Back Row:  Debbie Ellison, Ken Borum, Ryan Noble, CFP®

 

 

 
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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