Author: Sara Gelsheimer

Ways to Strive For Financial Freedom Amidst Uncertainty

In this video, Senior Wealth Manager, Sara Gelsheimer speaks about striving for financial freedom even amidst uncertainty, and outlines 4 steps for getting organized and setting up a financial plan. Read more…

Estate Documents

Learn about the 5 essential documents necessary to build a solid Estate Plan from Senior Wealth Manager, Sara Gelsheimer. Read more…

Tax Reduction Strategies

Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer. Read more…

How to Financially Prepare for a Divorce

It's not a pleasant topic, but when divorcing, you want to be as financially prepared as possible. Join Senior Wealth Manager, Sara Gelsheimer, as she walks through the 3 steps to financially prepare for a divorce.   Read more…

How to Save if You're Expecting a Baby

Join busy parents and Plancorp employees, Senior Wealth Manager, Sara Gelsheimer, and Chief Investment Officer, Peter Lazaroff, as they talk through important financial considerations to keep in mind when saving for a baby. Read more…

Creative Ways to Give Money to Kids: Investment Gifts

Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off Read more…

3 Financial Considerations for Setting Up Your Business

If you have a groundbreaking entrepreneurial idea floating around your head, then you may be wondering what to consider before starting a business. One simple mentality will help — the more planning you do upfront, the better off your new business venture will be. It's just like taking a vacation. Read more…

Things to Consider Before You Buy a Home

Join Plancorp Senior Wealth Manager, Sara Gelsheimer, as she goes through the 6 misconceptions and considerations to keep in mind when contemplating a home purchase. Read more…

5 Things to Know in Case You Outlive Your Spouse

While women certainly seem to be taking a greater role in making household financial decisions, men still make the majority of them. The unfortunate reality is that women are much more likely to become widowed. In fact, more than 60 percent of women between the ages of 75 and 84 are single or Read more…

If You Were to Fall Ill, Would Your Business Be Set Up for a Successful Transfer?

The business community has certainly felt the impact of the pandemic — so much so that the number of active business owners fell by 3.3 million between February and April 2020. That’s a 22% decline, the largest on record. Small businesses were hit the hardest, but nearly half have said they’re now Read more…

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