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.

Greta Gives Hope: A Journey to Healing

Written by Annemarie Milton, InspireHer Guest Author In July 2017, I experienced the most unimaginable and unexpected pain in the world. At nine months pregnant, I went in for a routine doctor’s appointment and found out that my baby had no heartbeat. The following day, I delivered my stillborn Read more…

Your Move: The Financial "Game of Life"

The beginning of a year is a time to reflect on the past and set goals for the future. Maybe your 2019 goals involve eating healthier and getting more exercise. Maybe you want to start reading more or spending more time with family. Maybe you’ve set some financial goals – like paying off debt, Read more…

Plancorp's CEO on Employee Development & Succession Planning

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Four Reasons Why a Starter Home Is a Bad Investment

Owning a first home is an exciting prospect. It has long been part of the quintessential American Dream. While owning your own house comes with many intangible benefits that are difficult to quantify, there is a financial aspect you must consider. A house and its mortgage will likely be the biggest Read more…

In 2019, Pay Yourself First

The New Year is always a time for self-reflection. “New Year, New You” headlines abound, as people collectively seek ways to make resolutions that actually stick. Read more…

The Plancorp Recipe for a Balanced Portfolio

When I’m not busy reviewing client investment portfolios or researching fund options at Plancorp, I’m an avid cook and baker. I love to compose a gourmet dinner or whip up my favorite batch of chocolate chip cookies from scratch, while of course following my tried-and-true recipes. Read more…

How Much Money to Put in Your Emergency Fund

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside. Read more…

The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k). Read more…

Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other Read more…

How a Donor-Advised Fund Saved My Parents $15,000 In Taxes

“It’s the perfect opportunity to save taxes!” This is a statement that is typically only exclaimed by tax accountants, but as a CPA, this opportunity had me excited. I was able to proactively tax plan for two of my favorite people, my parents. After a 30+ year career, my dad was planning to retire Read more…