Social Security is complicated enough as it is—let alone when you’re trying to navigate it in the light of a divorce or loss of a partner. Read more…
Going Global with Your Portfolio
If you’re like me, the wrap of last month’s Olympic games left you wondering: What do I watch on TV now? The global competition gave us all new respect for how much time and dedication Olympic athletes put in for the games, a sense of inspiration for the next generation, and a view into how global Read more…
How Tax Reform Impacts Business Owners
While the Tax Cuts and Jobs Act impacted both individuals and businesses, changes to the business tax scheme were comparatively more comprehensive and permanent. As a business owner, the magnitude of the changes may seem overwhelming. Instead of getting caught up in the details of every Read more…
How to Prepare for a Market Downturn
One of the first things to accept as an investor is that you will occasionally lose money – sometimes a lot of money – on the way to earning a decent return in stocks. The market will take unpredictable twists and turns throughout your lifetime. Read more…
Are You a Saver or an Investor?
Picture yourself holding a $100 bill in your hand. What sounds more appealing: Read more…
Credit Scores and Credit Reports: What They Are and Why You Should Care
We look to measure success in different ways throughout our lives: report card in school, GPA in college, performance reports in our careers. In order to do well at something, we have to know how we’re being measured. Read more…
5 Reasons to Choose Goals-Based Financial Planning
In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you say you want to lose a certain number of pounds. When you go on vacation, you plan where to go. These statements seem elementary. Read more…
Why Physicians Need a Financial Advisor
Physicians in most specialties have no “products” to sell other than their expertise and advice. For that reason, productive use of time, both at work and at home, is critical. It has taken on increased importance among resident physicians at the beginning of their careers, for whom lifestyle Read more…
What Tax Reform Means for Parents
Since I moved to St. Louis, the question I’ve been asked most is “What high school did you go to?” The good news is that under the new tax reform, there are now some income tax strategies to utilize when paying for that private high school, or even kindergarten through eighth grade. 529 plans can Read more…
Why I’m Thrilled to Open Plancorp’s Doors in Nashville
It's been nine months since I walked into our president’s office to make a fairly bold ask: would Plancorp support me in a move from St. Louis to Nashville? Read more…
