Author: Plancorp Team

The Psychology of Giving: Charitable Donations in the Wake of Disasters

Natural disasters, such as Hurricanes Harvey, Irma and Maria, leave lasting scars on our country. Millions of people in Florida and Texas are still without shelter and power, and federal officials say recovery could take years. Read more…

Why We’re CEFEX-Certified Fiduciaries

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The Plancorp Difference

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Benefits of Having a CEFEX-Certified Advisor

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What Does It Mean to Be CEFEX Certified?

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Credit Card Fraud? No Thank You.

Have you ever misplaced your credit card? What about ordered something online, but shrugged it off when the product never came? Read more…

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…

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…

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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