Wealth Management | Plancorp | Financial Planning (2)

For high-income executives, the road to financial independence might feel well-paved thanks to high earnings. However, competing financial demands ranging from a mortgage and lifestyle expenses to daycare costs or college savings can derail even the best-laid plans. Read more…

Suddenly receiving a large windfall of cash—whether planned for or unexpected—is typically a great feeling. But that joy can often be partnered with stress about how to best manage the sudden influx so that it best supports your overall financial goals and investment strategy. Read more…

It’s a common misconception when working with a wealth manager or financial advisor that you suddenly have to get permission or be given an allowance to make big purchases or financial moves. Read more…

All too often in my career, I have walked alongside a female client as she navigated the unimaginable—her spouse had passed away and there was a financial puzzle to piece together amidst her grief. Read more…

When I am lucky enough to have worked with a client for decades and they transition into various phases of life, it’s not uncommon for my role as a Wealth Manager to extend beyond dollars and cents into giving advice on personal matters. Read more…

When it comes to financial planning, most advice focuses on numbers and logic. The problem is, people are inherently illogical at times, especially when it comes to things as personal as your finances. Read more…

Choosing a financial advisor or wealth manager to partner with on your investment strategy and financial plan is an incredibly important decision. With so many choices, it can be hard to narrow down which option is right for you. Read more…

It’s hard to escape how high interest rates are dominating the economic and financial news cycle these days. Sustained higher interest rates have been paired with high inflation, focusing media coverage on negatives like a higher bill at the grocery store or the impact on the housing market and Read more…

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…

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…