Blog

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.

Reduce Tax Liability with These Tips

The end of the year is an exciting time for most of us. Crisper weather, holiday celebrations, family time ... And year-end tax planning. What's not to love? Read more…

3 Ways to Raise Kids that Give

“Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.” Dr. Seuss has always had a way with words, but his honesty in this quote really hits home for me. Read more…

Should You Lease or Buy a Car? 4 Key Questions to Ask Yourself

Showing off my husband's latest (leased) ride. Fall marks the onset of the holiday season for many of us. But for car aficionados, ‘tis an entirely different type of season—it’s when new models hit dealerships. Read more…

Will Comprehensive Tax Reform Finally become a Reality?

With a surprise win by Donald Trump in the presidential election and control maintained by Republicans in both houses of Congress, we may be on the verge of our nation’s first comprehensive tax reform since 1986. Since that time, the Federal tax law has grown from 26,000 pages to 70,000 pages. So, Read more…

Changing the Rules of Retirement

I bought an airline ticket last night for an upcoming trip, thinking I’d found a deal. But after taxes, facility charges and carrier-imposed fees (what are those?), I was not feeling as confident in my purchase. Unfortunately, some employers feel the same way about their 401(k) plan—unsure if Read more…

New President, Same Portfolio: Why the Election Shouldn’t Impact Your Investments

Few topics in America are as polarizing as politics. With the presidential election as the embodiment of political discord, it’s no wonder last night’s results have caused such a stir. Read more…

It’s Election Day: What to Expect in the Market

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How Much Can I Afford: Home, Car, Credit Cards, and Savings?

One of the most frequent questions that I get asked by my friends and family is, “How much do I need to buy ________?” Read more…

The Right Estate Plan for Your Life Stage

As a former estate planning attorney, this important aspect of financial planning has always been on my radar. But, I tend to be the exception to the rule. The vast majority of people simply don’t think about creating an estate plan; it just doesn’t seem relevant or at the least not pressing. Read more…

How to Avoid Costly Estate Planning Mistakes

For day two of National Estate Planning Awareness Week, do yourself a favor: get these five documents in place. They could save you from costly estate planning errors down the road. Read more…