Author: Plancorp Team

We’ve all been there: scrolling through our phones to see the perfect beach picture just posted by our friend on our social media, immediately inciting FOMO (Fear Of Missing Out). It’s easy to get caught up in the perfection that can be misjudged here; you don’t see the money that was saved up over Read more…

Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.” Read more…

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day? Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and Read more…

“It’s the perfect opportunity to save taxes!” This is a statement that is typically only exclaimed by tax accountants, but as a CPA, this opportunity had me excited. I was able to proactively tax plan for two of my favorite people, my parents. After a 30+ year career, my dad was planning to retire Read more…

Graduating from college is a fun and exciting time of life. For most students, this time also brings the realization of a new reality: student loans. By taking proactive steps, you can reduce your stress and make better budgeting decisions. Read more…

People tend to tell me I’m a positive person, even if I don’t always feel like I am. Whether you consider yourself an optimist or not, chances are you blindly trust that at least some figures in your life—perhaps your attorney, CPA, pastor or financial advisor—are inherently “good.” After all, it’s Read more…

Since I moved to St. Louis, the question I’ve been asked most is “What high school did you go to?” The good news is that under the new tax reform, there are now some income tax strategies to utilize when paying for that private high school, or even kindergarten through eighth grade. 529 plans can Read more…

"Are 529 plans worth it?" Read more…

When our first son was born, I insisted that my husband and I purchase our first life insurance policies. The topic of life insurance can be overwhelming—and not just because it involves dealing with your own mortality. Everyone’s personal situation is different, so the need and timing for life Read more…

I always try to lighten the mood in client meetings when we begin to discuss the topic of estate planning. It is a heavy topic and not an easy one to talk or think about. No one wants to imagine a time in which they are incapacitated or pass away, and they certainly do not want to think of these Read more…