You work hard for your paycheck. So shouldn’t your paycheck work for you? If you’re like most people, you’ve wondered what to do with your money. It can be tempting to spend it as it comes in, even if you know you should be saving. But to get the most out of your income, it’s important that you Read more…
Market Correction Update
Stock markets have been choppy lately, with the S&P 500 off more than 10% from its highs. A decline of this nature is broadly labeled as a “correction.” While it’s never fun to see your portfolio take a hit, losses are a normal part of investing. During bull markets since 1945, the S&P 500 has Read more…
The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?
There are usually two ways to get to where you’re going, right? One may be the direct route on the highway with more cars and more traffic. The scenic route has fewer cars and may be more pleasant, but takes a bit longer. Read more…
Your Will: Will It or Won't It?
It is commonly thought that the transfer of wealth upon someone’s death is largely, or even exclusively, dictated by that person’s document known as a Last Will & Testament, or simply, Will. In fact, the term “Will” is often used synonymously with one’s estate plan. Because of this, people too Read more…
The Era of RIAs
In a world where the DOL Fiduciary Rule is presumed dead- and we have different regulatory bodies, primarily the SEC, coming in with new rules- transparency has become paramount. Read more…
20% Qualified Business Income: Summary of Proposed Regulations
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 Business Income (QBI) Deduction for business owners of sole Read more…
September 25, 2018
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…
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…
