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…
How to Find a Financial Advisor That Works for You
There’s one more important detail to pay attention to when comparing advisors: The way they get paid. Unfortunately, not all advisors operate by the same methods, and how an advisory firm generates revenues and compensates its employees is a critical factor in the quality and type of advice you Read more…
Financial Advisor Credentials: Which are Most Important?
You may have noticed that advisors go by many different professional titles, which are often followed by a trail of different three-letter acronyms representing special designations. They seem important—but not all titles and credentials are as valuable as they sound. Read more…
What to Look for in a Financial Advisor
The potential value of a relationship starts with the person who will be guiding your financial decisions. You’re looking for someone with deep knowledge and experience to back up their advice, and you want to gauge whether that advisor is a good fit for your family’s needs. Above all, you want Read more…
