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.

20% Qualified Business Income: Summary of Proposed Regulations

Co-Written with Wealth Manager Scott Ngo, CFP®, CPA, PFS As we pass the 3rd Quarter estimated tax deadline for 2018, we shift ahead in thinking about year-end planning and projections.  One of the biggest tax planning opportunities arising from the Tax Cuts and Jobs Act is the new 20% Qualified Read more…

All in the Family: Meet Our Sister Company, BrightPlan

If you have a good understanding of investments and your financial plan, maybe it’s time to help out your siblings, children, or grandchildren. In the last couple of years, Plancorp has been hard at work developing a solution to help more individuals to get started sooner.   Read more…

The Money Tree (and Other Basic Investing Principles)

How old were you when you first started seriously thinking about money? For me, it was when I was eight, based on “The Money Tree” book that I “authored” for a third-grade assignment. Read more…

Financial Confidence Boost: Your Financial Plan

A financial plan is more than just a budget or insurance policy. It is the actions you need to take to reach your financial goals (think: helping fund your daughter’s college tuition or buying that second home on the lake). Your financial plan is unique, but to ensure confidence in the planning you Read more…

Peter Lazaroff Discusses Future Market Outlook on CNBC

I recently appeared on CNBC’s Worldwide Exchange with Brian Sully to talk about how investors should think about the market today. Read more…

The Most Common 401 (k) Mistakes People Make- And How to Fix Them

As a Retirement Plan Advisor for Plancorp, I spend a lot of my days talking to retirement plan participants about their 401(k) plans. In conversations and presentations, I get to educate participants to help them get the most of their retirement savings. Read more…

Savings Rate or Rate of Return? How to Focus Your Attention for Long-Term Financial Success

As a young professional, one of the best pieces of advice I received was to save and invest 15% of my salary for my future. Read more…

Behind Anne Zanola's 'The Breast Trivia Night Ever!'

The purpose of InspireHer is to inspire financial confidence in all women through education and impactful support. By giving women a platform to be curious, inspire and be inspired. This interview was conducted with Anne Zanola and outlines the incredible story of how The Breast Trivia Night Ever Read more…

Life in Transition: Part 2- Planning for Kids and College

Life is full of milestones, turning points and new chapters. Some are more difficult than others, but they all lead to growth and another step in our journeys. Read more…

Life in Transition: Part 1- How to Plan for Marriage

We all have points in our lives where it seems like we’re on the verge of a new chapter. For some, it might be a career change. For others, a new baby. Whatever transitions you’re personally facing, know this: Read more…

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