Blog

At Plancorp, we don’t wait for you to ask the right questions.
We take the initiative to offer insights and guidance — real enlightenment for real life.

Timely Topic: What You Should Know About a Donor Advised Fund

As end-of-year tax planning draws to a close, there is still a small window of time to set up a Donor Advised Fund if you wish to make charitable donations in the next few years and take advantage of the tax benefit from charitable giving. Read more…

How to Pay for College without Breaking the Bank

Deciding how much to spend on your child’s college education? Given the sticker price, it’s one of the most significant financial decisions you’ll ever make. You may spend weeks haggling over a car purchase. You’ll clip “$1 off” coupons for groceries. You’ll use an app to find the cheapest gas in Read more…

End-of-Year Tax Planning Tips

My first opportunity to vote in a presidential election was the year 2000. Bush v. Gore. Hanging chads. A month of legal battles until we had a President Elect. I always wondered whether another election would surpass that chaos. 20 years later I have my answer. Read more…

Stressed Out About Money? A Financial Therapist Might Help

If the financial crisis of 2008–2009 had a silver lining, it was the launch of an important new profession: the financial therapist. At the time, many families realized financial worth wasn’t their only concern. They also wanted to build healthier, happier relationships with their wealth. Read more…

Growing List of Industry Awards for Plancorp in 2020

Plancorp Continues to Earn Industry Awards The year 2020 will likely go down as one of the most challenging and unusual years in modern history. The COVID-19 pandemic has impacted individuals, businesses and markets in one way or another — making the work we do for our clients more important than Read more…

3 Icebreakers For Difficult Conversations With Your Parents About Money

How do you approach difficult conversations about money with your parents? Read more…

Peter Lazaroff Named to Investopedia Most Influential Advisors

The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 Read more…

Medicare Open Enrollment Has Now Started

For Medicare recipients, the period from October 15 through December 7 is a designated time to evaluate coverage and make certain changes if better options are available. Among the changes permitted during this time are: Read more…

2021 Retirement Plan Limits

The IRS announced the new limits for 2021 retirement savings and the amount that 401(k) participants, or participants in similar employer sponsored plans can save is staying the same. Read more…

Advice for Women from Seasoned Financial Professionals

Good advice. It’s not just a core service we offer our clients. Here at Plancorp, we mentor each other as well. By learning from one another’s interests, experiences, and perspectives, we strengthen our teamwide talents, for our clients and ourselves. Read more…

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