Investment Insights Blog | Plancorp | Financial Planning

What is the Difference Between an Estate Plan, a Will and a Trust?

You’ve likely heard it before. Regardless of health, wealth, marital status, or parenthood, everyone should think about estate planning. Most people beginning the process of estate planning – and those who have already created their estate plan - know that wills and trusts are both important Read more…

What to Know About 2021 Year-End Tax Planning

Now that we are in the 4th quarter of 2021, it’s a good time to start looking at ways to reduce your 2021 tax liability. Even though you might not know your tax liability until you file your tax return in April (or October) of 2022, in order to take advantage of some key tax saving tools, many Read more…

5 Steps for Deep Cleaning Your Finances

In this video, Senior Wealth Manager, Sara Gelsheimer, walks through 5 actionable steps for deep cleaning your finances.  Read more…

How to Minimize Regret with Your Investment Decisions

Think about the major choices you’ve made in your life. Picking a career path, choosing a life partner, deciding to have children, changing jobs – these are high-stake decisions because each forces you to set aside all possible futures except the one you ultimately choose. Read more…

Investing By Age Series

As you age and mature in life and in your career, your investment priorities change, and financial goals and objectives shift as well. Having the right financial advisor by your side means having a proactive partner to make sure you reach your goals during life's journey. I created this investing 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…

Where to Save for Retirement

One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Read more…

Reverse Budgeting: Creating A Budget That Actually Works

Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet. Read more…

Your Financial Team - Why You Should Like Your Financial Advisor's Firm Too

Your advisor is your personal contact and captain of your wealth management strategy, but it’s important that he or she is backed by a strong team. That’s why it’s critical to look beyond your individual advisor and learn about the entire firm. Read more…

The Money Tree (and Other Basic Investing Principles)

How old were you when you first started seriously thinking about money? For me, it was when I was eight, based on “The Money Tree” book that I “authored” for a third-grade assignment. Read more…

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