Blog

Until you are faced with a situation where your health is at risk, you might not grasp just how intertwined health and wealth really are. In fact, with the rising cost of healthcare, health-related concerns are one of the top disruptors to building wealth and passing along a legacy to the next Read more…

Everyone is familiar with “Generation X,” but did you know it has garnered another term? Gen X is also called the “sandwich generation,” describing individuals who are simultaneously caring for their children as they enter adulthood and their aging parents who require more support. Read more…

No one plans on getting divorced, but planning for the unexpected allows you to save and protect more than just your assets. At Plancorp, we have seen first hand the impact divorce has on families and some of those negative aspects could have been avoided had an appropriate estate plan been Read more…

Are you seeking to craft a strong estate plan? Or do you simply wish to ensure that some of your assets are properly cared for? Either way, you’re likely digging in on how to arrange a trust. Read more…

As a firm, we pride ourselves on always doing what's best for out clients, including preparing them for the future beyond their financial plan. As we celebrate 40 years of service, we've been thinking back to just how much the world has changed since we opened our doors in 1983. Read more…

The wealth management industry currently has assets under management (AUM) above $100 trillion. That number is estimated to reach $145 trillion by 2025. More and more high net worth Individuals (HNIs) — people with investible assets over $1 million — are trusting their financial planning to Read more…

You've probably seen media reports of successful business owners or celebrities facing financial challenges and wondered how that could happen. It may be surprising that they've gone through bankruptcy or foreclosure, but it turns out that people with high income can be just as susceptible to Read more…

Carefully planning your financial future helps you meet goals and provide for loved ones and future generations. However, choosing the right types of investments, insuring your livelihood and possessions appropriately, minimizing tax liabilities, and crafting an estate plan can be difficult without Read more…

Earning capacity and money management skills don't always go hand-in-hand. If you're a high earner with high levels of debt, you aren't alone, but there are key steps you should be taking to get on the path to financial independence. Once you understand your comprehensive financial picture, the Read more…

When can I retire? Can I afford to send my child to a good college? Will I be able to take the trip to Italy with my parents while they still can? Read more…