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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.

What’s Your Cause?  How to Tie Board Decisions to Your Mission

­­Because one of my favorite things is pizza, I often joke that it gives me “purpose.” What better motivator is there during a long week than a family dinner at Farotto’s? Read more…

Own a Business in Illinois?  You May Be Forced to Start a Retirement Plan

Small businesses are facing big changes in Illinois. In 2015, the Illinois State Legislature’s Secure Choice Act began a series of steps that ultimately led to the creation of a “State Sponsored Retirement Plan.”  Now, small businesses may be forced to become participants in a retirement plan Read more…

Jessica Kerckhoff's Kids Yoga United

Written by Jessica Kerckhoff, InspireHer Guest Author Give a brief overview of your organization. Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations Read more…

How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score? Read more…

Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple. A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition Read more…

How Our Family Conquered Overspending during Holidays and Birthdays

My wife and I got serious about budgeting the year we got married. We used the “envelope system”, made popular by Dave Ramsey, to set aside cash for key expenses every month and give every dollar a mission. We stayed on track, for the most part, with two exceptions:  holidays and birthdays. Read more…

3(21) or 3(38): A Guide for Business Owners

Plancorp has worked with many business owners over the years to improve their corporate retirement plans. We have rarely come across a business owner who wanted more liability on their plate. Unfortunately, business owners frequently retain more than their fair share of legal liability—without even Read more…

What Designations Should Your Financial Advisor Have?

A version of this post was originally authored by Peter for Forbes. Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to Read more…

A Millennial’s Money Guide to Prevent FOMO

We’ve all been there: scrolling through our phones to see the perfect beach picture just posted by our friend on our social media, immediately inciting FOMO (Fear Of Missing Out).  It’s easy to get caught up in the perfection that can be misjudged here; you don’t see the money that was saved up Read more…

Staying the Course in Turbulent Times: Apollo Lupescu

Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.” Read more…

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