Do You Have a Bad 401(k) Plan?

While classifying a retirement plan as “good” or “bad” is partly a matter of opinion, there are several items that you can objectively evaluate to determine if you have a bad 401(k) plan.

The 3 Best Uses for Your Tax Refund

Windfalls like a tax refund provide some of the best opportunities to make permanent improvements to your finances. Here are three ways to put your refund to the best use.

6 Signs It’s Time to Sell Your Business

There’s no right or wrong way to sell your business; when you’re ready, you’re ready. Here are the most prevalent signs I’ve seen in my time as a CFO, advisor and business owner.

Cash Is King: 3 Ways to Manage It the Right Way

People may say cash is king, but they don’t always give it the royal treatment it deserves. Make sure you’re managing your cash the right way with these three tips.

Invest or Pay Down Debt?

Should you invest in the market or pay down debt? Everyone has different circumstances, but here are the most common variables to examine.

Is It Time to Break up with Your Broker?

The DOL’s proposed Fiduciary Rule has prompted important conversations on objectivity in the world of financial advice. It may be time to rethink your relationship with your financial professional.

3 Life Lessons I Learned in Uganda

A year ago, Plancorp’s Sara Gelsheimer was boarding a plane to Uganda, Africa. Here are the life lessons she came away with—and how she plans to carry them into 2017.