Author: Plancorp team

Why financial planning is essential if you want to help your friends and family get by during COVID-19

As the COVID-19 pandemic continues to send shockwaves through the economy, millions of people are facing financial distress. Some are turning to family members for financial help, and some are seeking government assistance. To help struggling Americans, the Coronavirus Aid, Relief, and Economic Read more…

GoBankingRates: Daniel Lee on How To Financially Prepare For Potentially Losing Your Job

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on being better prepared for job loss. A excerpt can be found below, click the link below to read the article in it's entirety. Read more…

Three Ways to Make the Most of Your Recovery Rebate

The American Enterprise Institute estimates 91% of American families will receive a check from the US government as part of the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act. They also expect the average Recovery Rebate check to be $1,729, with some Americans receiving them Read more…

How You Can Benefit from a Down Market Using an Employer Stock Purchase Plan

An ESPP (short for Employer Stock Purchase Plan) is a super valuable benefit offered by your company that allow you to purchase your company stock at a discount. With the recent drop in the US stock market however, you might find that the price of your company shares is now below even the Read more…

The Ultimate Checklist to Improving Your Finances — and Your Mental Well-Being

Financial health is so intimately connected to mental well-being. This checklist can show you how to get a hold of your finances and, in turn, lessen your stress. Read more…

How FinTech is Shaping the Future of Wealth Management

The wealth management industry can no longer ignore the rise of fintech. Investors have pumped more than $100 billion into the fintech market since 2010—including $6 billion in the first quarter of 2019. Those investments are going toward things like robo-advisors and investment apps that help Read more…

How the SECURE Act Impacts Your Financial and Estate Planning

After a bumpy road for the new retirement bill in Congress, the SECURE Act came into effect on Jan. 1. Also known as the Setting Every Community Up for Retirement Enhancement Act, the law is one of the most comprehensive pieces of legislation to reform retirement savings. Read more…

Former President of Cass Commercial Bank Joins Plancorp

We are excited to welcome Robert Mathias to the Plancorp team. He is serving as Business Development Manager.  Read more…

Small Business Monthly: Plancorp Named Best in Value 2019

Plancorp was voted one of "2019 Best in Value" firms featured by Small Business Monthly. We are thankful to be able to do what we do for our clients everyday and it is an honor to be recognized.  Read more…

Jessie Weiss Honored with Award by Visitation Academy

Jessie Weiss is a Senior Wealth Manager and member of our InspireHer team. She was recently honored with the St. Jane de Chantal Distinguished Alumna Award by the Visitation Academy for her loyalty, service and community involvement. Read more…