Investment Insights Blog | Plancorp | Family Finances (5)

8 Financial Planning Benefits for Same-Sex Couples: The Story of Jane and Josephine

In 2015, Jane and Josephine had been together as a couple for ten years and, the U.S. Supreme Court just declared that same-sex couples have the fundamental right to marry. Like every couple, Jane and Josephine had a lot to consider before deciding to get married or not. The first thing that they Read more…

Pay Off Student Loans or Invest? Here’s How to Decide

These days, holding a college diploma is table stakes to qualify for a decent job. Because more people than ever attend a four-year college and that degree is the minimum qualification for many positions, we’ve also seen a spike in students who continue their education to pursue a graduate degree. Read more…

10 Things To Do Now If You’re A Decade Away From Retirement

For most of your life, preparing for retirement probably wasn’t a high priority. But as the years count down on your career, nerves set in and rhetorical questions start flooding your head: Have I saved enough? Did I invest too aggressively? Do I have the right kind of insurance? Read more…

What to Do If You Were Getting Ready to Retire Before the Pandemic Hit

The current impact that the global coronavirus pandemic has had on our daily lives is obvious. This event has touched every one of us in various ways, but you may feel particularly affected if you were thinking about retiring in the near future. You may wonder how the fallout and long-term Read more…

3 Ways to Strive for Financial Freedom—Even During a Pandemic | Plancorp

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…

What Does it Mean to Be an ESG Investor?

In late 2017, I was tasked with building Environmental, Social, and Governance (ESG) portfolios for Plancorp. To be honest, I was initially less than thrilled; my past experiences with these types of portfolios were not necessarily positive. Read more…

Why financial planning is essential if you want to help your friends and family get by during COVID-19

As the COVID-19 pandemic continues to send shockwaves through the economy, millions of people are facing financial distress. Some are turning to family members for financial help, and some are seeking government assistance. To help struggling Americans, the Coronavirus Aid, Relief, and Economic Read more…

What Women Need to Know About the SECURE Act

At this point in your life, you probably worry more about paying back student loans than you do saving for retirement. However, the days of retiring to a Florida beach — or wherever floats your boat — aren’t as far off as they seem. Read more…

I Just Need a Minute: What It’s Like to Be a Working Mom During a Pandemic

Staying calm in a crisis is something I have often needed to practice in my career in human resources. The particular crisis has varied. It has been, at times, an employee who was a danger to themselves or others. It’s also been the loss of a corporate client that necessitated layoffs. There have Read more…

The Ultimate Checklist to Improving Your Finances — and Your Mental Well-Being

Financial health is so intimately connected to mental well-being. This checklist can show you how to get a hold of your finances and, in turn, lessen your stress. Read more…

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