A charitable contribution is the gift of cash or property made to a nonprofit organization. The gift is meant to help an organization accomplish its goals, and the donor receives nothing in return. In most years, taxpayers can deduct cash charitable donations to public charities of up to 60% of Read more…
Video Series - Mistake #5 - No Retirement Plan
In this video, Senior Wealth Manager, Sara Gelsheimer , speaks to why it's important to set up your own retirement plan as a small business owner . Read more…
Video Series - Mistake #4 Business Owners Make: Independence
Join Senior Wealth Manager, Sara Gelsheimer , for this video where she d iscusses the importance of building a strong advisory board versus being too independent and trying to go it alone in your business. Read more…
Video Series - Mistake #3 Business Owners Make: No Risk Mitigation
Join Senior Wealth Manager, Sara Gelsheimer, as she discusses the importance of being appropriately insured and provides considerations for mitigating risk in your business. Read more…
Video Series - Mistake #2 Business Owners Make: Bad Cash Flow Management
Managing cash flow in a business is vital to survival. Don't miss video #2 on Bad Cash Flow Management in Senior Wealth Manager, Sara Gelsheimer's series on common mistakes business owners make and how to avoid them. Read more…
Video Series - Mistake #1 Business Owners Make: No Worst-Case Scenario Plan
When running your own business, being prepared for the unexpected can help prevent disaster. Read more…
Tax Reduction Strategies
Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer. Read more…
Investment Gifts: Creative Ways to Give Money to Your Kids
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…
