Investment Insights Blog | Plancorp | Family Finances

What the Pandemic Has Taught Us About the Holidays

I know, I know -- it’s only November. But you can’t ignore the pumpkins in the store displays, and as soon as those come down, you’d better be ready for snowmen and candy canes. Friends, the holidays are upon us, and if you are like me, this normally triggers a sense of dread in my gut when I think 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…

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…

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…

5 Things to Know in Case You Outlive Your Spouse

While women certainly seem to be taking a greater role in making household financial decisions, men still make the majority of them. The unfortunate reality is that women are much more likely to become widowed. In fact, more than 60 percent of women between the ages of 75 and 84 are single or Read more…

What You Need to Know Before Lending Money to Family

At some point, nearly everyone has frequented one of the most popular lenders: BOMAD—otherwise known as the Bank of Mom and Dad. Read more…

Saving for a Baby? Use These Tips to Take Sticker Shock Out of Your Pregnancy Budget

Babies: They’re sweet, they’re adorable, and they have the power to send you into major sticker shock. Read more…

3 Icebreakers For Difficult Conversations With Your Parents About Money

How do you approach difficult conversations about money with your parents? A survey from GoBankingRates found that 73 percent of adults have not had in-depth conversations about money with their parents, which comes as no surprise. Read more…

Should You Stop Renting and Buy A House?

There are plenty of pros and cons of buying versus renting a home. For Millennials who dream of putting down roots in a place of their own, it’s crucial to weigh several factors. “Should I buy a home or keep renting?” Read more…

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