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…
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…
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…
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…
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…
