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.

The Path to Gender Diversity in the Advisory Profession

As a woman in the male-dominated advisory profession, I've experienced bias. I’ve had people assume I’m the assistant or note taker and had clients call me “sweetie,” seemingly because I was the only female in the room. Some have even questioned my age and whether I'm qualified to handle their Read more…

Planning for Long-Term Care

My Grandma Eloise was one of the most spirited and energetic people I’ve ever known.  She was fully herself all throughout her 9th decade – still helping my own mother and her other children regularly, in church every Sunday, cleaning her own home, driving.  Unfortunately, in her early 90s she Read more…

2020 Retirement Plan Limits

The IRS announced the new limits for 2020 retirement savings and the amount that 401(k) participants, or participants in similar employer sponsored plans can save is increasing. Participants that are over the age of 50 and eligible for the catch-up contribution will experience an increase in Read more…

It's Not Free: Why You Need to Take a Closer Look at Commission-Free Trading

On October 7th, Charles Schwab started offering commission-free trading. TD Ameritrade nearly fell over themselves to follow suit and match their competitor, but neither brokerage was the first to make this offer to their customers. Vanguard, J.P. Morgan, and Interactive Brokers all beat them to Read more…

The Tax Benefits of a Partial Roth Conversion

It always hits our clients at some point after age 50. Retirement is no longer a mirage off in the distance—it’s a real event that’s coming into sharper focus. With that clarity comes new questions about turning retirement savings into retirement income.  Read more…

Small Business Retirement Plan Options

One of the more difficult challenges for small businesses, especially those with less than 5 employees, is finding a cost-effective and manageable retirement plan option. Time spent focusing on a retirement plan is time spent not growing your business. But like healthcare and vacation programs, a Read more…

Small Business Monthly: Plancorp Named Best in Value 2019

Plancorp was voted one of "2019 Best in Value" firms featured by Small Business Monthly. We are thankful to be able to do what we do for our clients everyday and it is an honor to be recognized.  Read more…

Jessie Weiss Honored with Award by Visitation Academy

Jessie Weiss is a Senior Wealth Manager and member of our InspireHer team. She was recently honored with the St. Jane de Chantal Distinguished Alumna Award by the Visitation Academy for her loyalty, service and community involvement. Read more…

It’s That Time of the Year Again – The Medicare Open Enrollment Period Has Started

Medicare is the government-sponsored health insurance program for people aged 65 or older and those under 65 with certain disabilities. There are various entry points throughout the year for new enrollees or existing beneficiaries who want to make changes. One is the Medicare Open Enrollment Read more…

How to Create an IPO Wealth Management Plan After Your Company Goes Public

Many big-name companies have taken the plunge recently and gone public. The move to unroll an initial public offering or IPO, is often a lengthy decision process that follows years of hard work building up a brand. The fallout can be sudden, requiring its employees to create an IPO wealth Read more…