Wealth Management | Plancorp | College Finances (2)

Whether you’re a parent, grandparent or student, the phrase “college tuition” comes with some degree of sticker shock. The good news is that it becomes much more manageable when you create a roadmap and plan ahead. Read more…

I recently had the opportunity to return to my alma mater, DePauw University, to speak with the Management Fellows program about a career in wealth management. Next month marks my 10-year anniversary in wealth management. Read more…

Pick a dorm. Sign up for classes. Buy a laptop. As a recent college graduate, I can remember going through my checklist of everything I needed prior to my college move (on top of all the pieces of advice my parents were attempting to engrain in me). Read more…

The day your child leaves for college, she also leaves the “Bank of Mom and Dad” safety net. Fortunately, you’ve spent the last 18 years loving, educating and training her to be financially independent and survive on her own … right? Read more…

It’s that time of year. Universities all over the globe are sending their 2016 graduates out into the “real world. Unfortunately, post-grad life comes with some serious financial struggles. With unprecedented amounts of student loan debt, low wage growth and the new era of needing a subscription Read more…

Plancorp’s Steven A. Frank was recently featured in a Wall Street Journal story discussing the complexities of 529 plans and how they can be utilized in special situations. For instance, after a long illness, a couple’s teenage daughter died after her senior year in high school. The couple needed Read more…

Among families that are actively saving for their children's college education, did you know that only 27% are using 529 plans and other similar accounts that can provide considerable tax advantages? Read more…