By definition, an estate plan is a set of legal documents that dictates how you’d like your assets to be transferred upon your death or incapacitation. When you think of assets that need to be considered under an estate plan, you likely default to thinking about traditional assets like homes, cars, Read more…
Planning for Retirement: 10 Steps to Take in Your 60s
If your 20-year-old self could see you now, they may not believe that retirement is finally within reach. Read more…
Planning for Retirement: 8 Steps to Take in Your 50s
As you enter your 50s, the idea of retiring one day starts to become more of a reality than a fantasy. But your working years aren’t behind you quite yet, even if your retirement age feels so close you can taste it! Read more…
Cyber Security Event Recap: 6 Takeaway Tips
In May 2024, we invited clients and employees for our annual Shred Day event at Plancorp. Protecting the personal information of our clients is a top priority for us, so we were thrilled to enhance the event by adding a Cyber Security Q&A session featuring special guest speakers from Charles Read more…
Planning for Retirement: 7 Steps to Take in Your 40s
Making a plan for retirement is about more than maxing out your 401(k) contributions and taking advantage of employer matches—although that’s a good place to start. Read more…
Planning for Retirement: Steps to Take in Your 20s and 30s
A quick note before we dive in: I'll be using the words "retirement" and "financial independence" throughout this article as they have become essentially interchangeable with each other. Younger generations tend to avoid the word "retirement", however. They prefer "financial independence" as their Read more…
