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At Plancorp, we don’t wait for you to ask the right questions.
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How Our Family Conquered Overspending during Holidays and Birthdays

My wife and I got serious about budgeting the year we got married. We used the “envelope system”, made popular by Dave Ramsey, to set aside cash for key expenses every month and give every dollar a mission. We stayed on track, for the most part, with two exceptions:  holidays and birthdays. Read more…

3(21) or 3(38): A Guide for Business Owners

Plancorp has worked with many business owners over the years to improve their corporate retirement plans. We have rarely come across a business owner who wanted more liability on their plate. Unfortunately, business owners frequently retain more than their fair share of legal liability—without even Read more…

What Designations Should Your Financial Advisor Have?

A version of this post was originally authored by Peter for Forbes. Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to Read more…

A Millennial’s Money Guide to Prevent FOMO

We’ve all been there: scrolling through our phones to see the perfect beach picture just posted by our friend on our social media, immediately inciting FOMO (Fear Of Missing Out).  It’s easy to get caught up in the perfection that can be misjudged here; you don’t see the money that was saved up Read more…

Staying the Course in Turbulent Times: Apollo Lupescu

Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.” Read more…

Should I Invest in a Traditional or a Roth IRA?

This is a guest blog post by Jeff Clark, Head of Client Success at BrightPlan, our sister company. When funded early and consistently, an Individual Retirement Account (IRA) can be a cornerstone of retirement planning. By combining the magic of compounding, a long time for growth, and shelter from Read more…

Growing Up Gen X: How Our Past Affects Our Planning

Amidst all the attention given to baby boomers and millennials, who vastly outnumber us, it is easy to forget about my generation, Gen X. This group is generally considered to be those of us born between 1965 and 1980: a time of uncertainty in everything from politics to economics; a time when Read more…

The Benefits of Being in The Global Association of Independent Advisors™ (GAIA)

I, and subsequently Plancorp,  was the founding member of The Global Association of Independent Advisors (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

What is the Global Association of Independent Advisors™ (GAIA)

I, and subsequently Plancorp,  was the founding member of The Global Association of Independent Advisors™ (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

Chris Kerckhoff Named a Forbes "Best-in-State Wealth Advisor" 2019

I  was recently named to one of the 2019 Forbes Best-In-State Advisors.  You can view the list in its entirety here. Read more…

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