Blog

At Plancorp, we don’t wait for you to ask the right questions.
We take the initiative to offer insights and guidance — real enlightenment for real life.

Why Everyone 18 and Older Needs an Estate Plan

Estate planning is a heavy topic—and not an easy one to talk or think about. Still, it's important than anyone age 18 or older has an estate plan in place. Read more…

Say “I Do” to Your Spending Plan

By starting the conversation about finances with your spouse early, you'll hopefully avoid stressful situations down the road. Read more…

How to Set Up Your Emergency Fund

Your emergency fund can help you cover the cost of life’s unpleasant surprises like medical bills, car repairs, or even job loss. Read more…

First Come, First Served: FAFSA Applications Open Sunday

If you (or a loved one) plan to attend college during the fall 2018 semester, October 1st is an important day for you; it’s when the Department of Education starts accepting students’ FAFSAs. Read more…

The Psychology of Giving: Charitable Donations in the Wake of Disasters

With so many charities accepting donations, it can be difficult to know which will be transparent, reflect your values and put your dollar to the best use. Read more…

Where to Save for Retirement

One of the trickier decisions in saving for retirement is determining which accounts to prioritize with your savings. Here is the general recommendation. Read more…

The Equifax Security Breach: What You Should Know

Here's what you need to know about the Equifax security breach, as well as steps you can take to protect yourself. Read more…

How to Plan for College Costs: A Roadmap

College costs become much more manageable when you create a roadmap and plan ahead. Here's how to effectively map out your plan. Read more…

When Fees Destroy Diversification

Most people understand the importance of investment costs and accept that diversifying asset classes should have higher investment management fees, but few understand how much of the diversification benefit fees consume. Read more…

Financial Planning: Susan Conrad Weighs in on Latest DoL Proposal

In this Financial Planning article, Susan Conrad shares her thoughts on the DoL's most recent proposed changes to its fiduciary rule. Read more…