Investment Insights Blog | Plancorp | Family Finances

Federal Student Loan Rates Are Going Up. Now What?

Interest Rates on Federal Student Loans Are on The Rise. Consider these 5 Key Benefits Before Bypassing Them For Private Student Loans. Read more…

Tax Implications of Moving from State to State

What are the tax implications to consider if you’re moving from one state to another? Each state has a unique set of taxes, such as property, sales, estate or inheritance, and income tax, that apply to its residents. The Tax Cuts and Acts Job put a $10,000 limit on the state and local tax Read more…

Investment Gifts: Creative Ways to Give Money to Kids

Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off the wrapping paper and shrieked with joy: investment gifts. When you give money in the form of education funds, stocks, trusts, or charitable contributions, Read more…

Want to Earn More on Your Cash? Try Lending Money to a Family Member.

If interest rates are low, you have to be strategic to earn more on your cash. But before you open your wallet, understand the risks and rewards. Read more…

Small Business 401(k) Retirement Plans - Safe Harbor Match vs. Safe Harbor Non-Elective

For a myriad of reasons – from automatically passing ADP testing, helping with Top-Heavy failures, or owners saving $60,000+, many businesses choose to use a Safe Harbor formula in their 401(k) retirement plan. Let’s find out what the Safe Harbor formulas are and why you may choose one over the Read more…

How to Financially Prepare for a Divorce

It's not a pleasant topic, but when divorcing, you want to be as financially prepared as possible. Join Senior Wealth Manager, Sara Gelsheimer, as she walks through the 3 steps to financially prepare for a divorce.   Read more…

How to Save if You're Expecting a Baby

Join busy parents and Plancorp employees, Senior Wealth Manager, Sara Gelsheimer, and Chief Investment Officer, Peter Lazaroff, as they talk through important financial considerations to keep in mind when saving for a baby. Read more…

Investment Gifts: Creative Ways to Give Money to Your Kids

Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off Read more…

5 Steps to Manage Money from Sudden Wealth

Unless you’re independently wealthy, you probably receive an income for work you perform at your job. Read more…

Things to Consider Before You Buy a Home

Join Plancorp Senior Wealth Manager, Sara Gelsheimer, as she goes through the 6 misconceptions and considerations to keep in mind when contemplating a home purchase. Read more…

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