The IRS announced the new limits for 2020 retirement savings. If you are a participant in a 401(k), or other similar employer sponsored plan, how much you can save into the plan is going up next year. If you are over age 50 and eligible for the catch-up contribution, that amount increased as well. Read more…
It's Not Free: Why You Need to Take a Closer Look at Commission-Free Trading
On October 7th, Charles Schwab started offering commission-free trading. TD Ameritrade nearly fell over themselves to follow suit and match their competitor, but neither brokerage was the first to make this offer to their customers. Vanguard, J.P. Morgan, and Interactive Brokers all beat them to Read more…
The Tax Benefits of a Partial Roth Conversion
It always hits our clients at some point after age 50. Retirement is no longer a mirage off in the distance—it’s a real event that’s coming into sharper focus. With that clarity comes new questions about turning retirement savings into retirement income. Read more…
Small Business Retirement Plan Options
One of the more difficult challenges for a business with less than 5 employees is finding a cost-effective, manageable retirement plan option. Time spent focusing on a retirement plan is time spent not growing your business. But like healthcare and vacation programs, a retirement plan can help your Read more…
Small Business Monthly: Plancorp Named Best in Value 2019
Plancorp was voted one of "2019 Best in Value" firms featured by Small Business Monthly. We are thankful to be able to do what we do for our clients everyday and it is an honor to be recognized. Read more…
Jessie Weiss Honored with Award by Visitation Academy
Jessie Weiss is a Senior Wealth Manager and member of our InspireHer team. She was recently honored with the St. Jane de Chantal Distinguished Alumna Award by the Visitation Academy for her loyalty, service and community involvement. Read more…
It’s That Time of the Year Again – The Medicare Open Enrollment Period Has Started
Medicare is the government-sponsored health insurance program for people aged 65 or older and those under 65 with certain disabilities. There are various entry points throughout the year for new enrollees or existing beneficiaries who want to make changes. One is the Medicare Open Enrollment Read more…
How to Create an IPO Wealth Management Plan After Your Company Goes Public
Many big-name companies have taken the plunge recently and gone public. The move to unroll an initial public offering or IPO, is often a lengthy decision process that follows years of hard work building up a brand. The fallout can be sudden, requiring its employees to create an IPO wealth Read more…
Want to Save for Your Dream Future? Start Now
Goals are great. They get you from point A to point B and keep you motivated along the way. That said, we all know how hard it can be to stick to your goals — especially financial ones. Read more…
All in the Family: 3 Steps for Estate Planning
The definition of “family” is more fluid than ever. It’s common to hear of second or third marriages. It’s more socially acceptable for people to cohabitate with a partner without being legally married. Children may live with or be raised by people other than their biological parents. Brothers and Read more…
