My grandfather (we called him Pappy-O) passed away recently, after almost two years of entrapment in his body and his mind. He was the father of three children, grandfather of six, and married to my grandmother (Mammy-O) for 65 years. For most of those years, he drank a cup of coffee with her every 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…
The Real Cost of DIY Finances
With a few practical skills and knowledge, DIY projects in your home or car can save you money. Financial planning, however, isn't the same as painting a room or replacing a headlight. In fact, DIY financial planning can cost you more than you think compared to the cost of professional help. Read more…
10 Times in Life When You'll Definitely Want a Financial Advisor
Working with a wealth management advisor has tremendous benefits due to the holistic approach they take to your financial health. An advisor does much more than manage your investment portfolio; they relieve you of stress and help you achieve your dreams. Throughout life’s changes, your wealth Read more…
How to Break up with Your Financial Advisor (and Find a New One)
Not every relationship is a "fit," and sometimes they just have to end when people aren't on the same page. Sometimes business partnerships and personal relationships have an end date, and the same might also apply to your financial advisor. 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 to Know About Open Enrollment
It’s that time of year again! Fall is upon us and annual open enrollment is in full swing for a majority of companies. Open enrollment is a great time to reevaluate what makes sense for you and your family’s health. It may be tempting to just breeze through enrollment and stick with the same 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…
Ways to Strive For Financial Freedom Amidst Uncertainty
In this video, Senior Wealth Manager, Sara Gelsheimer speaks about striving for financial freedom even amidst uncertainty, and outlines steps for getting organized and setting up a financial plan. Read more…
