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.

3 Ways to Strive for Financial Freedom—Even During Uncertainty

We live in uncertain times. The deluge of depressing news only reminds us of the many things that are out of our control. Read more…

How to Best Approach Family Financial Planning

They say, "It takes a village to raise a child." Likewise, it takes a team to direct your family's financial future. This no-nonsense guide to setting your family's financial plan will help you make better decisions no matter your family budget or current financial situation. Read more…

Everything to Know About Portfolio Diversification

Don’t put all your eggs in one basket. We’re taught this from a young age as a basic way to understand that failing to diversify in a variety of scenarios increases risk of a negative outcome, and your finances are no different. The future is not predictable, and even seemingly rock-solid stocks Read more…

Money Saving Tips When You're Expecting a Little One

Whether you planned to have a house full of kids or no kids at all, you’re probably reading this because you are expecting a little one of your own. Congratulations! Read more…

What Should a Financial Planner do for You?

Is financial planning a good idea? The short answer is yes, it is definitely a good idea if you want to secure a strong financial future. Read more…

Health & Wealth: Considerations from a Certified Care Manager

Until you are faced with a situation where your health is at risk, you might not grasp just how intertwined health and wealth really are. In fact, with the rising cost of healthcare, health-related concerns are one of the top disruptors to building wealth and passing along a legacy to the next Read more…

Caring for Aging Parents: What to know from a Financial Planner

Everyone is familiar with “Generation X,” but did you know it has garnered another term? Gen X is also called the “sandwich generation,” describing individuals who are simultaneously caring for their children as they enter adulthood and their aging parents who require more support. Read more…

Divorce & Financial Planning: A discussion with Family Lawyers [Video]

No one plans on getting divorced, but planning for the unexpected allows you to save and protect more than just your assets. At Plancorp, we have seen first hand the impact divorce has on families and some of those negative aspects could have been avoided had an appropriate estate plan been Read more…

What Are the Different Types of Trusts?

Are you seeking to craft a strong estate plan? Or do you simply wish to ensure that some of your assets are properly cared for? Either way, you’re likely digging in on how to arrange a trust. Read more…

Spring Client Event Recap: VR, AR, and The Metaverse with Healium Founder Sarah Hill

As a firm, we pride ourselves on always doing what's best for out clients, including preparing them for the future beyond their financial plan. As we celebrate 40 years of service, we've been thinking back to just how much the world has changed since we opened our doors in 1983. Read more…