There are usually two ways to get to where you’re going, right? One may be the direct route on the highway with more cars and more traffic. The scenic route has fewer cars and may be more pleasant, but takes a bit longer. Read more…
Your Will: Will It or Won't It?
It is commonly thought that the transfer of wealth upon someone’s death is largely, or even exclusively, dictated by that person’s document known as a Last Will & Testament, or simply, Will. In fact, the term “Will” is often used synonymously with one’s estate plan. Because of this, people too Read more…
Medicare Open Enrollment Begins October 15
Medicare is a health insurance program for people aged 65 or older. It may also apply to persons under 65 with certain disabilities. The Medicare Open Enrollment begins October 15 and you may have questions about how Open Enrollment affects you and what steps you may need to take. I hope to answer Read more…
The Era of RIAs
In a world where the DOL Fiduciary Rule is presumed dead- and we have different regulatory bodies, primarily the SEC, coming in with new rules- transparency has become paramount. Read more…
20% Qualified Business Income: Summary of Proposed Regulations
Co-Written with Wealth Manager Scott Ngo, CFP®, CPA, PFS As we pass the 3rd Quarter estimated tax deadline for 2018, we shift ahead in thinking about year-end planning and projections. One of the biggest tax planning opportunities arising from the Tax Cuts and Jobs Act is the new 20% Qualified Read more…
All in the Family: Meet Our Sister Company, BrightPlan
If you have a good understanding of investments and your financial plan, maybe it’s time to help out your siblings, children, or grandchildren. In the last couple of years, Plancorp has been hard at work developing a solution to help more individuals to get started sooner. Read more…
The Money Tree (and Other Basic Investing Principles)
How old were you when you first started seriously thinking about money? For me, it was when I was eight, based on “The Money Tree” book that I “authored” for a third-grade assignment. Read more…
Financial Confidence Boost: Your Financial Plan
A financial plan is more than just a budget or insurance policy. It is the actions you need to take to reach your financial goals (think: helping fund your daughter’s college tuition or buying that second home on the lake). Your financial plan is unique, but to ensure confidence in the planning you Read more…
Peter Lazaroff Discusses Future Market Outlook on CNBC
I recently appeared on CNBC’s Worldwide Exchange with Brian Sully to talk about how investors should think about the market today. Read more…
The Most Common 401 (k) Mistakes People Make- And How to Fix Them
As a Retirement Plan Advisor for Plancorp, I spend a lot of my days talking to retirement plan participants about their 401(k) plans. In conversations and presentations, I get to educate participants to help them get the most of their retirement savings. Read more…
