Wealth Management | Plancorp | Financial Planning (3)

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…

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…

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…

In today’s high interest rate environment (with current AFR sitting well over 4%) many people are turning to intrafamily loans to assist with major investments as opposed to commercial lenders. Read more…

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…

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…

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…