Wealth Management | Plancorp | Financial Planning (3)

6 Financial Goals Your Advisor Should be Talking to You About

When it comes to tax and financial planning, all of us — especially those with a high net worth — try to be proactive by maximizing the power of our money. To that end, many hire a financial advisor early on to help them get started with a solid spending and investment plan. But after a few years Read more…

Financial Planning: How To Help A Child Buy A Home

Over the last few months, particularly as interest rates have climbed, I have had clients reach out about helping their children with purchasing a home. If this is something you’re considering, I've outlined considerations and options to help ensure your generosity doesn't de-rail your retirement Read more…

The Secure Act 2.0: What You Need to Know

The Secure Act, passed in 2019, brought many changes to the retirement and financial planning landscape. We re-capped some of the biggest impacts of the original bill in a webinar that you can now access on-demand in the Plancorp resource library. Read more…

What is a Fiduciary? Dual Registration Can Make It Harder to Tell

Many successful investors know what a fiduciary is and want to work with an advisor who is legally required to put clients’ interests first. But even people who understand the value of a fiduciary might be surprised to learn that not all fiduciaries are the same. The differentiator? Dual Read more…

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…

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…