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…
Year-End Tax Tips, in Light of Tax Reform
The end of the year is traditionally a good time to tackle tax planning. You have an idea of what your total income will be, so you can make decisions with an eye on tax efficiencies. This year, the back-and-forth on tax reform has narrowed the window of opportunity a bit. Read more…
Should You Invest in Bitcoin?
The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from experienced professionals to average investors to wonder: what should you do with Bitcoin? Read more…
Tax Reform Status Update
Tax reform seems to be the topic du jour of everything from dinner conversations to media headlines. But the frequency with which it changes, not to mention the current length of the bills (more than 400 and 500 pages for the House and Senate versions, respectively), makes it difficult to sift Read more…
Why Alternatives Are Bad for Your Portfolio
It’s never been easier for investors to add exposure to alternative investments into their portfolios. Read more…
Physicians: How to Create a Financial Independence Plan
The transition from a training program into the active practice of medicine represents one of the great opportunities and challenges in the life of a physician. Finally, you are doing what you trained so hard to do: making decisions independently based on the knowledge and skills you have developed Read more…
Spending Too Much? Here’s What to Do
What do you think is the most common problem people have in the process of building wealth? Read more…
Estate Planning: Not Just for the Old and Rich
While executing an estate plan might not be at to the top of your to-do list, it’s one of the most important pieces of your financial plan. I’ll admit, it took me expecting my first daughter to get my estate plan in order—but hopefully this post will motivate you to get your estate plan in place, Read more…
Is Life Insurance for You? 3 Questions to Ask Yourself
When our first son was born, I insisted that my husband and I purchase our first life insurance policies. The topic of life insurance can be overwhelming—and not just because it involves dealing with your own mortality. Everyone’s personal situation is different, so the need and timing for life Read more…
