Latest Episode We all find some degree of our purpose and identity in the work we do. As we contemplate a potentially near-term transition into retirement, it’s natural to understand the importance of being sure you’re financially ready. However, it is equally important to ensure that you are Read more…
How Much Money Should You Contribute To Your ESPP?
Employee stock purchase plans are a great benefit that many companies offer to help employees invest in the future of the company and make more money. You may have already decided to invest in yours, but you’re not sure how much money you should be contributing. At Plancorp, we can help you gather Read more…
Strategies for a Successful Employee Stock Purchase Plan
Many companies offer their employees the option of entering into an employee stock purchase plan (ESPP). There are perks to joining a program like this (hello, free money!), but there are also implications if not done correctly (taxes). At Plancorp, we’re here to set you up for success. This is a Read more…
Federal Student Loan Rates Are Going Up. Now What?
Interest Rates on Federal Student Loans Are on The Rise. Consider these 5 Key Benefits Before Bypassing Them For Private Student Loans. Read more…
Getting the Most Out of 529 College Savings Plans
Want to get the most out of your 529 College Savings Plan? If one of these special situations apply, you may be able to shop 529 plans in an effort to reduce fees and gain access to additional features and benefits not available in your state-sponsored plan. Don't miss this short informative video Read more…
How to Pay for College without Breaking the Bank | Plancorp
Deciding how much to spend on your child’s college education? Given the sticker price, it’s one of the most significant financial decisions you’ll ever make. Parents who overspend on their kids’ higher education may end up having to work longer, live on less, sacrifice other important goals and Read more…
5 Key Questions About 529 College Savings Plans
If you’re a parent, odds are you’ve already been mulling over how you’ll help pay for your kids’ higher education when the time comes. Read more…
How Our Family Conquered Overspending during Holidays and Birthdays
My wife and I got serious about budgeting the year we got married. We used the “envelope system”, made popular by Dave Ramsey, to set aside cash for key expenses every month and give every dollar a mission. We stayed on track, for the most part, with two exceptions: holidays and birthdays. Read more…
