Plancorp is pleased to announce it has been named to the Barron's 2020 Top Independent advisors. Read more…
How To Break Up With Your Financial Advisor
Let’s face it, relationships can be hard. Whether it’s with your plumber, your significant other, or your financial advisor, there are many legitimate reasons you may want or need to leave them … and just as many reasons it’s tough to do. Read more…
Business Insider: Daniel Lee on what he tells high-income earners wanting to save for an early retirement
Daniel Lee, Senior Wealth Manager out of our Silicon Valley office is a financial advisor to high-income earners at Google, Salesforce, and Microsoft. Here's where he tells them to put their money to set themselves up for early retirement. Read more…
Financial Advisor: Plancorp Ranked in the Top 100 out of 715 firms in FA’s 2020 Annual RIA Ranking
Plancorp is pleased to announce it has been ranked #81 in FA’s 2020 Annual RIA Ranking. This year’s list ranked 715 firms across the country. Read more…
Tying the Knot? Ask Your Partner These 4 Money-Related Questions
About 37% of Millennials believe their financial health is poor, according to a report from Business Insider. Throw another person into the mix — as is the case with a wedding — and the situation only becomes more complicated. Read more…
Own a Business? 3 Reasons 2020 is a Great Year To Review Your 401(k)
2020 has been hard for small businesses; those who remain open have often had to make painful operating decisions for all concerned. Hopefully, your employees understand you’re not taking those decisions lightly. But they can still be frustrating. Read more…
Start Your Company’s 401(k) Plan for 50% Off
For many business owners, starting a 401(k) plan is both expensive and an administrative challenge. 401(k) plans can be a great benefit to your employees, but is it worth it for you and your business? Read more…
5 Key Questions About 529 College Savings Plans
If you’re a parent, odds are you’ve already been mulling over how you’ll help pay for your kids’ higher education when the time comes. Read more…
How to Secure Your Financial Future After a Divorce
There are few life transitions more emotionally draining than divorce. At the same time, the end of a marriage can also bring the promise of a new beginning. Once the final papers are signed, sealed and delivered, here are some practical steps you can take to best secure your financial future. Read more…
Saving Tips for Millennials: How to Create a Personal Financial Plan for the Future
For Millennials, financial obligations are more overwhelming than they were for both Generation X and Baby Boomers before them. This shouldn’t come as a surprise since this generation arguably has faced more economic uncertainty than any generation since those who lived during the Great Depression. Read more…
