Wealth Management | Plancorp | Financial Planning

AI & Financial Planning: Human Experience in the Digital Age

It’s difficult to escape media about how artificial intelligence (AI) is the next big advancement in technology. It’s disrupting industries across the globe with a pace of advancement that is well ahead of our ability to grasp full impacts. It’s left many people wondering how it will infiltrate Read more…

Money Moves You Should Make With a Salary Over $100k

According to Fidelity, if you want to retire comfortably, you should have eight times your annual salary saved by age 60 and ten times by age 67. Read more…

Good vs. Bad Debt: The Differences and Risks

We’ve all heard the phrase “too much of a good thing.” Usually we’re talking about something relatively harmless, but it’s a different story when it comes to borrowing money. Read more…

5 Questions People Don’t Ask Their Financial Advisor (But Should)

Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern? Read more…

Financial Resources for a Successful New Year’s Resolution

It’s like clockwork—the calendar changes, the new year is before us, and we start making plans. Setting goals. Determining areas of our lives that could use improvement. Read more…

High Net Worth Financial Planning Strategies from Our Professional Advisors

Financial planning is an important part of achieving your life goals and securing your future. The right approach develops a comprehensive but approachable plan that grows and protects your assets and gives you the independence to pursue passions; but it's not a one-size-fits-all approach. Someone Read more…

Financial Advice for Physicians

The medical profession requires an unwavering commitment to saving lives and caring for others, making it a demanding yet noble career. As a physician, you may also come across challenges outside of work. Tasks such as managing your finances and asset protection can be overwhelming on top of your Read more…

The Importance and Definition of Financial Planning

Did you know that most Americans don't have a solid financial plan or enough emergency savings in place? In fact, only 30% of households in the U.S. have financial plans. This staggering figure underscores just how essential financial planning is—even for those who feel they have their finances Read more…

The Process and Stages of Reaching Financial Freedom

Around 72% of Americans do not currently feel financially secure; however, over 40% believe they will achieve financial freedom eventually. But what does financial freedom mean? Because personal finance is a broad topic with many approaches, it's important to know that financial freedom is not a Read more…

3 Ways to Strive for Financial Freedom—Even During Uncertainty

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…

1 2 3 4 5