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**Update: March 24, 2025: On March 21, 2025, FinCEN announced that domestic entities and their owners are now exempt from the BOI reporting rules. Foreign entities are still subject to the rules. Read the latest update here. **Update: February 19th, 2025: After several changes, the injunction on Read more…

Are you thinking about moving to a different state when you retire? Many do. It’s a big move, and many only think about the climate or proximity to loved ones. You should also consider how moving could dramatically impact your investment strategy. No, investments don’t perform differently depending Read more…

To Be, Or Not Airbnb. Should I invest in an Airbnb property? A recent trend over the past few years is to buy residential properties and rent them out as a vacation or short-term rental through websites such as Airbnb or VRBO. Investment properties aren’t new, but this technology promises to put Read more…

"We should run a tax projection." You’ll hear that a lot around Plancorp Wealth Management. Read more…

Proper investing is as much (if not more) about controlling your emotions as it is about understanding everything about the markets and current trends. Facilitating solid, logical decisions should be at the center of every investment strategy. Read more…

Having a child is a unique combination of exhausting, exhilarating, rewarding and terrifying. It may be the last thing on your mind during the early days of parenthood, but chances are there will come a day when your child no longer lives under your roof. And it’s never too early to start planning Read more…

When it comes to saving for retirement, there’s no one “perfect” strategy. There are several paths to take depending on your income level, risk tolerance, and post-retirement lifestyle goals. Read more…

When considering outsourcing your investment management—whether for your personal finances your business or a nonprofit board you serve on, having a mutually agreed upon statement for how your investments will be managed is key to building a healthy, goal-focused relationship with your chosen Read more…

You’ve just been granted restricted stock units (RSUs). Congratulations! You’re likely here because you’re curious to know what questions you should ask your employer or your financial advisor about this unique income stream to avoid unexpected surprises in the form of an outsized tax bill or Read more…

A QTIP may sound familiar, but this isn’t for your ears. However, it may be good for your blended family. Read more…