Investment Insights Blog | Plancorp | Education Planning (2)

4 Money Lessons for College Students

As a current student, I can tell you with certainty that college is a weird time. Eighteen-year-olds are thrown into a tiny room in a miniature city with electric scooters instead of cars and party mansions instead of houses. Combine the already jarring lifestyle change with the ever-looming fear Read more…

Life in Transition: Part 2- Planning for Kids and College

Life is full of milestones, turning points and new chapters. Some are more difficult than others, but they all lead to growth and another step in our journeys. Read more…

First Come, First Served: FAFSA Applications Open Sunday

If you (or a loved one) plan to attend college during the fall 2018 semester, October 1st is an important day for you; it’s when the Department of Education starts accepting students’ Free Applications for Federal Student Aid (FAFSAs). These applications are required to access state and federal Read more…

How to Plan for College Costs: A Roadmap

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…

New Wealth Management Grads: 6 Things to Know

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…

3 Financial Truths for Your College-Bound Student

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…

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