Author: Plancorp Team

How to Track Financial Fitness

Source: Fitbit Until recently I wouldn’t have been able to tell you how many steps I walked, how many calories I burned, or my current heart rate on any given day. Now, I have a clever, little device to tell me all of this at the push of a button… and I love it! What I like most about my fitness Read more…

How to Evaluate Your Financial Advisor

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Reduce Tax Liability with These Tips

The end of the year is an exciting time for most of us. Crisper weather, holiday celebrations, family time ... And year-end tax planning. What's not to love? Read more…

Should You Lease or Buy a Car? 4 Key Questions to Ask Yourself

Showing off my husband's latest (leased) ride. Fall marks the onset of the holiday season for many of us. But for car aficionados, ‘tis an entirely different type of season—it’s when new models hit dealerships. Read more…

It’s Election Day: What to Expect in the Market

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How to Avoid Costly Estate Planning Mistakes

For day two of National Estate Planning Awareness Week, do yourself a favor: get these five documents in place. They could save you from costly estate planning errors down the road. Read more…

It’s National Estate Planning Awareness Week

In honor of National Estate Planning Awareness Week, which kicks off today, Plancorp is bringing you daily content, tips and resources regarding this crucial aspect of financial planning. Unfortunately, as essential as estate planning is, an estimated 56 percent of Americans do not have up-to-date Read more…

Who is Your Financial Life Advocate?

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How CEFEX Increases Trust in the Industry

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Unique Approach To Advising

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