For a myriad of reasons – from automatically passing ADP testing, helping with Top-Heavy failures, or owners saving $60,000+, many businesses choose to use a Safe Harbor formula in their 401(k) retirement plan. Let’s find out what the Safe Harbor formulas are and why you may choose one over the Read more…
What You Need to Know about Estate Planning
Developing and executing an estate plan is one of the most important pieces of your financial plan. 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…
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…
Video: Restricted Stock Units (RSUs). What Are They? How Do They Work?
In this video, Senior Wealth Manager, Daniel Lee and Chief Investment Officer, Peter Lazaroff, discuss what Restricted Stock Units (RSUs) are, what vesting is, how taxes for RSUs work, share blackouts and more. Read more…
5 Steps to Manage Money from Sudden Wealth
Unless you’re independently wealthy, you probably receive an income for work you perform at your job. 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…
Where to Save for Retirement
One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Read more…
